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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 | $46,001 | $156,616-70.6% | $133,346-65.5% | $198,609-76.8% |
| Participation rate | 43.5% | 77.7%-34.2pp | 72.8%-29.4pp | 82.4%-38.9pp |
| Annual return | 7.28% | 44.25%-37.0pp | 36.85%-29.6pp | 202.70%-195.4pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,411 | $4,920-71.3% | $4,332-67.4% | $6,977-79.8% |
| Admin fee / account holder | $2,565 | $17,468-85.3% | $14,264-82.0% | $19,030-86.5% |