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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 | $60,807 | $72,269-15.9% | $101,271-40.0% | $79,852-23.9% |
| Participation rate | 44.9% | 68.5%-23.6pp | 75.8%-30.9pp | 69.6%-24.7pp |
| Annual return | 13.68% | 22.29%-8.6pp | 46.48%-32.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $844 | $3,282-74.3% | $4,371-80.7% | $3,740-77.4% |
| Admin fee / account holder | $2,041 | $4,401-53.6% | $5,948-65.7% | $5,306-61.5% |