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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 | $19,696 | $99,345-80.2% | $84,753-76.8% | $273,972-92.8% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | 3.48% | 22.93%-19.5pp | 22.78%-19.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $929 | $4,270-78.2% | $3,712-75.0% | $5,287-82.4% |
| Admin fee / account holder | $4,976 | $6,645-25.1% | $5,333-6.7% | $10,133-50.9% |