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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 | $33,573 | $72,492-53.7% | $87,104-61.5% | $72,975-54.0% |
| Participation rate | 23.8% | 72.8%-49.0pp | 76.9%-53.1pp | 69.5%-45.7pp |
| Annual return | 20.80% | 24.46%-3.7pp | 28.19%-7.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,005 | $3,270-69.3% | $4,048-75.2% | $3,608-72.1% |
| Admin fee / account holder | $466 | $5,055-90.8% | $7,491-93.8% | $5,124-90.9% |