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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 | $65,155 | $67,602-3.6% | $82,312-20.8% | $70,126-7.1% |
| Participation rate | 22.7% | 72.8%-50.0pp | 76.9%-54.2pp | 69.5%-46.8pp |
| Annual return | 14.31% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,262 | $2,987-57.7% | $3,706-65.9% | $3,332-62.1% |
| Admin fee / account holder | $2,878 | $4,512-36.2% | $5,608-48.7% | $4,645-38.0% |