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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 | $41,716 | $73,787-43.5% | $98,716-57.7% | $82,448-49.4% |
| Participation rate | 32.4% | 61.4%-29.1pp | 69.3%-36.9pp | 68.1%-35.7pp |
| Annual return | 15.40% | 18.57%-3.2pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $383 | $3,081-87.6% | $4,048-90.5% | $4,139-90.7% |
| Admin fee / account holder | $935 | $6,500-85.6% | $8,703-89.3% | $7,234-87.1% |