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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 | $32,787 | $72,269-54.6% | $101,271-67.6% | $79,852-58.9% |
| Participation rate | 68.1% | 68.5%-0.3pp | 75.8%-7.7pp | 69.6%-1.5pp |
| Annual return | 10.92% | 22.29%-11.4pp | 46.48%-35.6pp | 31.72%-20.8pp |
| Employer contribution / active EE | $3,106 | $2,692+15.4% | $3,660-15.1% | $2,471+25.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,245 | $4,401-49.0% | $5,948-62.3% | $5,306-57.7% |