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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 | $50,146 | $78,682-36.3% | $109,188-54.1% | $85,851-41.6% |
| Participation rate | 68.8% | 68.3%+0.5pp | 75.9%-7.1pp | 69.3%-0.6pp |
| Annual return | 14.06% | 25.09%-11.0pp | 25.76%-11.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,314 | $3,468-62.1% | $4,654-71.8% | $3,952-66.8% |
| Admin fee / account holder | $306 | $5,470-94.4% | $6,755-95.5% | $6,261-95.1% |