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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 | $44,204 | $101,795-56.6% | $165,100-73.2% | $80,959-45.4% |
| Participation rate | 40.6% | 71.8%-31.2pp | 78.6%-38.0pp | 67.7%-27.0pp |
| Annual return | 12.33% | 16.73%-4.4pp | 70.21%-57.9pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,893 | $4,476-57.7% | $6,035-68.6% | $4,300-56.0% |
| Admin fee / account holder | $1,763 | $8,221-78.6% | $12,696-86.1% | $6,925-74.5% |