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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 | $42,846 | $123,793-65.4% | $177,840-75.9% | $79,852-46.3% |
| Participation rate | 48.8% | 84.7%-35.9pp | 87.7%-38.9pp | 69.6%-20.9pp |
| Annual return | 17.10% | 22.82%-5.7pp | 48.32%-31.2pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $872 | $5,956-85.4% | $7,714-88.7% | $3,740-76.7% |
| Admin fee / account holder | $1,779 | $7,243-75.4% | $12,431-85.7% | $5,306-66.5% |