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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 | $43,759 | $112,729-61.2% | $98,716-55.7% | $137,256-68.1% |
| Participation rate | 5.9% | 74.2%-68.3pp | 69.3%-63.4pp | 80.0%-74.1pp |
| Annual return | 11.44% | 38.48%-27.0pp | 31.81%-20.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $156 | $4,640-96.6% | $4,048-96.1% | $6,407-97.6% |
| Admin fee / account holder | $389 | $10,129-96.2% | $8,703-95.5% | $12,270-96.8% |