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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 | $81,380 | $95,404-14.7% | $113,397-28.2% | $82,637-1.5% |
| Participation rate | 43.8% | 72.8%-29.1pp | 76.5%-32.7pp | 68.1%-24.3pp |
| Annual return | 17.07% | 19.08%-2.0pp | 23.20%-6.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,732 | $4,220-58.9% | $5,076-65.9% | $4,126-58.0% |
| Admin fee / account holder | $1,042 | $9,168-88.6% | $11,957-91.3% | $7,339-85.8% |