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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 | $22,340 | $54,541-59.0% | $78,778-71.6% | $70,124-68.1% |
| Participation rate | 56.8% | 60.8%-4.0pp | 69.2%-12.4pp | 69.5%-12.8pp |
| Annual return | 20.17% | 21.07%-0.9pp | 35.62%-15.4pp | 73.14%-53.0pp |
| Employer contribution / active EE | $3,474 | $1,089+219.1% | $1,986+74.9% | $2,342+48.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $543 | $3,709-85.4% | $5,134-89.4% | $4,645-88.3% |