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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 | $68,796 | $65,364+5.3% | $92,909-26.0% | $72,975-5.7% |
| Participation rate | 24.0% | 68.3%-44.3pp | 76.0%-52.0pp | 69.5%-45.5pp |
| Annual return | 22.67% | 42.11%-19.4pp | 109.44%-86.8pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $995 | $3,128-68.2% | $4,238-76.5% | $3,608-72.4% |
| Admin fee / account holder | $1,936 | $4,251-54.4% | $5,795-66.6% | $5,124-62.2% |