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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 | $62,169 | $72,486-14.2% | $87,103-28.6% | $72,976-14.8% |
| Participation rate | 31.4% | 72.8%-41.4pp | 76.9%-45.5pp | 69.5%-38.1pp |
| Annual return | 20.36% | 24.46%-4.1pp | 28.19%-7.8pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,021 | $3,270-68.8% | $4,049-74.8% | $3,608-71.7% |
| Admin fee / account holder | $599 | $5,055-88.2% | $7,491-92.0% | $5,124-88.3% |