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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,305 | $76,696-16.2% | $96,515-33.4% | $71,511-10.1% |
| Participation rate | 28.3% | 66.6%-38.3pp | 74.3%-46.1pp | 67.9%-39.7pp |
| Annual return | 18.15% | 48.32%-30.2pp | 35.73%-17.6pp | 28.86%-10.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,092 | $3,770-71.0% | $4,880-77.6% | $4,291-74.5% |
| Admin fee / account holder | $1,597 | $2,030-21.3% | $6,735-76.3% | $1,588+0.5% |