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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 | $39,332 | $76,371-48.5% | $93,621-58.0% | $72,975-46.1% |
| Participation rate | 30.5% | 71.8%-41.2pp | 75.8%-45.3pp | 69.5%-39.0pp |
| Annual return | 21.53% | 25.82%-4.3pp | 32.76%-11.2pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,053 | $3,538-70.3% | $4,070-74.1% | $3,608-70.8% |
| Admin fee / account holder | $7,814 | $6,839+14.3% | $7,890-1.0% | $5,124+52.5% |