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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 | $40,298 | $87,166-53.8% | $76,735-47.5% | $137,256-70.6% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.5%-49.5pp | 80.0%-60.0pp |
| Annual return | 11.85% | 26.50%-14.6pp | 29.77%-17.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $529 | $4,726-88.8% | $4,088-87.1% | $6,407-91.7% |
| Admin fee / account holder | $5,559 | $8,403-33.8% | $7,189-22.7% | $12,270-54.7% |