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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 | $32,645 | $72,492-55.0% | $87,102-62.5% | $72,983-55.3% |
| Participation rate | 51.7% | 72.8%-21.1pp | 76.9%-25.1pp | 69.5%-17.8pp |
| Annual return | 20.51% | 24.46%-3.9pp | 28.19%-7.7pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $907 | $3,270-72.3% | $4,048-77.6% | $3,608-74.9% |
| Admin fee / account holder | $3,030 | $5,055-40.1% | $7,491-59.5% | $5,124-40.9% |