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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 | $25,872 | $65,364-60.4% | $92,909-72.2% | $72,975-64.5% |
| Participation rate | 64.0% | 68.3%-4.3pp | 76.0%-12.0pp | 69.5%-5.5pp |
| Annual return | 20.29% | 42.11%-21.8pp | 109.44%-89.1pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,005 | $3,128-67.9% | $4,238-76.3% | $3,608-72.1% |
| Admin fee / account holder | $4,063 | $4,251-4.4% | $5,795-29.9% | $5,124-20.7% |