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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 | $28,479 | $185,312-84.6% | $161,489-82.4% | $154,746-81.6% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.7%-26.1pp | 80.7%-28.1pp |
| Annual return | 15.26% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,639 | $6,350-74.2% | $5,630-70.9% | $6,730-75.6% |
| Admin fee / account holder | $1,394 | $18,654-92.5% | $16,006-91.3% | $14,365-90.3% |