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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 | $41,751 | $115,911-64.0% | $100,530-58.5% | $158,950-73.7% |
| Participation rate | 57.1% | 81.6%-24.4pp | 79.4%-22.3pp | 82.0%-24.8pp |
| Annual return | 13.15% | 34.80%-21.7pp | 30.89%-17.7pp | 302.91%-289.8pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,933 | $6,676-71.0% | $6,271-69.2% | $5,983-67.7% |
| Admin fee / account holder | $8,753 | $10,999-20.4% | $8,083+8.3% | $11,248-22.2% |