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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 | $39,504 | $56,110-29.6% | $94,993-58.4% | $70,126-43.7% |
| Participation rate | 62.1% | 65.0%-2.9pp | 73.9%-11.8pp | 69.5%-7.5pp |
| Annual return | 16.69% | 51.02%-34.3pp | 27.14%-10.5pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $678 | $2,391-71.6% | $3,317-79.5% | $3,332-79.6% |
| Admin fee / account holder | $1,531 | $3,456-55.7% | $4,960-69.1% | $4,645-67.0% |