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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 | $40,231 | $71,230-43.5% | $93,727-57.1% | $80,959-50.3% |
| Participation rate | 25.4% | 60.4%-35.0pp | 68.7%-43.3pp | 67.7%-42.3pp |
| Annual return | 12.33% | 11.26%+1.1pp | 133.83%-121.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $314 | $4,037-92.2% | $4,417-92.9% | $4,300-92.7% |
| Admin fee / account holder | $4,539 | $6,961-34.8% | $8,292-45.3% | $6,925-34.5% |