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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 | $40,425 | $72,114-43.9% | $108,745-62.8% | $62,881-35.7% |
| Participation rate | 37.0% | 74.6%-37.6pp | 77.7%-40.6pp | 69.3%-32.3pp |
| Annual return | 11.05% | 13.41%-2.4pp | 46.22%-35.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,469 | $4,044-63.7% | $5,121-71.3% | $3,203-54.1% |
| Admin fee / account holder | $1,016 | $4,608-78.0% | $6,144-83.5% | $4,296-76.4% |