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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 | $71,805 | $72,486-0.9% | $87,103-17.6% | $72,976-1.6% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 21.11% | 24.46%-3.4pp | 28.19%-7.1pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,214 | $3,270-62.9% | $4,049-70.0% | $3,608-66.3% |
| Admin fee / account holder | $4,790 | $5,055-5.2% | $7,491-36.1% | $5,124-6.5% |