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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 | $43,255 | $83,485-48.2% | $125,192-65.4% | $72,975-40.7% |
| Participation rate | 56.8% | 73.3%-16.5pp | 79.8%-22.9pp | 69.5%-12.6pp |
| Annual return | 16.63% | 25.77%-9.1pp | 43.79%-27.2pp | 81.01%-64.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,380 | $3,586-61.5% | $4,937-72.1% | $3,608-61.8% |
| Admin fee / account holder | $2,218 | $5,518-59.8% | $9,704-77.1% | $5,124-56.7% |