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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 | $40,033 | $65,034-38.4% | $90,970-56.0% | $79,856-49.9% |
| Participation rate | 38.2% | 61.6%-23.4pp | 69.0%-30.8pp | 69.6%-31.4pp |
| Annual return | 22.53% | 30.45%-7.9pp | 134.60%-112.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,014 | $2,512-59.6% | $3,373-69.9% | $3,741-72.9% |
| Admin fee / account holder | $3,425 | $4,536-24.5% | $5,961-42.5% | $5,306-35.4% |