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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 | $45,061 | $25,014+80.1% | $69,632-35.3% | $80,959-44.3% |
| Participation rate | 20.0% | 64.2%-44.2pp | 66.4%-46.4pp | 67.7%-47.7pp |
| Annual return | 11.94% | 19.08%-7.1pp | 101.32%-89.4pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $597 | $1,840-67.5% | $2,889-79.3% | $4,300-86.1% |
| Admin fee / account holder | $307 | $2,491-87.7% | $4,695-93.5% | $6,925-95.6% |