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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 | $61,319 | $68,880-11.0% | $120,580-49.1% | $80,959-24.3% |
| Participation rate | 32.7% | 61.7%-29.0pp | 72.0%-39.3pp | 67.7%-35.0pp |
| Annual return | 11.32% | 23.68%-12.4pp | 107.48%-96.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $298 | $3,191-90.7% | $4,995-94.0% | $4,300-93.1% |
| Admin fee / account holder | $2,124 | $5,785-63.3% | $9,418-77.4% | $6,925-69.3% |