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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 | $49,028 | $77,449-36.7% | $69,483-29.4% | $152,909-67.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.5%-42.5pp |
| Annual return | 7.01% | 39.09%-32.1pp | 28.99%-22.0pp | 345.46%-338.5pp |
| Employer contribution / active EE | $1,894 | $3,316-42.9% | $2,780-31.9% | $4,764-60.2% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,262 | $6,210-79.7% | $3,841-67.1% | $11,601-89.1% |