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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 | $25,650 | $65,364-60.8% | $92,909-72.4% | $72,975-64.9% |
| Participation rate | 68.1% | 68.3%-0.2pp | 76.0%-7.9pp | 69.5%-1.4pp |
| Annual return | 20.73% | 42.11%-21.4pp | 109.44%-88.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,039 | $3,128-66.8% | $4,238-75.5% | $3,608-71.2% |
| Admin fee / account holder | $884 | $4,251-79.2% | $5,795-84.7% | $5,124-82.7% |