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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 | $28,309 | $124,425-77.2% | $112,040-74.7% | $137,256-79.4% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 10.48% | 24.72%-14.2pp | 24.52%-14.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,375 | $5,718-76.0% | $5,098-73.0% | $6,407-78.5% |
| Admin fee / account holder | $1,393 | $15,207-90.8% | $12,098-88.5% | $12,270-88.6% |