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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 | $39,180 | $117,846-66.8% | $102,434-61.8% | $145,884-73.1% |
| Participation rate | 47.4% | 78.6%-31.3pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 8.86% | 31.90%-23.0pp | 29.46%-20.6pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,511 | $5,733-73.6% | $5,055-70.1% | $6,690-77.4% |
| Admin fee / account holder | $18,245 | $13,356+36.6% | $9,462+92.8% | $13,392+36.2% |