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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 | $63,960 | $65,367-2.2% | $92,915-31.2% | $72,976-12.4% |
| Participation rate | 37.5% | 68.3%-30.8pp | 76.0%-38.5pp | 69.5%-32.0pp |
| Annual return | 20.49% | 42.11%-21.6pp | 109.45%-89.0pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $989 | $3,128-68.4% | $4,238-76.7% | $3,608-72.6% |
| Admin fee / account holder | $3,986 | $4,251-6.2% | $5,796-31.2% | $5,124-22.2% |