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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 | $44,166 | $107,666-59.0% | $102,184-56.8% | $154,746-71.5% |
| Participation rate | 31.8% | 83.7%-51.9pp | 82.6%-50.8pp | 80.7%-48.9pp |
| Annual return | 13.86% | 29.33%-15.5pp | 31.58%-17.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,808 | $8,719-79.3% | $8,309-78.2% | $6,730-73.1% |
| Admin fee / account holder | $2,953 | $12,943-77.2% | $11,609-74.6% | $14,365-79.4% |