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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 | $40,885 | $101,763-59.8% | $164,866-75.2% | $80,874-49.4% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.5pp | 67.6%-21.5pp |
| Annual return | 11.63% | 16.73%-5.1pp | 69.97%-58.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $865 | $4,477-80.7% | $6,033-85.7% | $4,297-79.9% |
| Admin fee / account holder | $26,132 | $8,228+217.6% | $12,689+105.9% | $6,935+276.8% |