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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 | $59,514 | $58,851+1.1% | $115,170-48.3% | $72,983-18.5% |
| Participation rate | 20.9% | 65.5%-44.7pp | 75.9%-55.0pp | 69.5%-48.6pp |
| Annual return | 19.83% | 23.16%-3.3pp | 35.60%-15.8pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $606 | $2,643-77.1% | $4,169-85.5% | $3,608-83.2% |
| Admin fee / account holder | $2,626 | $6,370-58.8% | $7,089-63.0% | $5,124-48.8% |