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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 | $59,216 | $111,814-47.0% | $103,378-42.7% | $145,978-59.4% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 12.24% | 24.80%-12.6pp | 24.91%-12.7pp | 550.52%-538.3pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,125 | $5,618-80.0% | $5,058-77.8% | $6,690-83.2% |
| Admin fee / account holder | $1,749 | $9,764-82.1% | $8,401-79.2% | $13,400-87.0% |