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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 | $76,834-45.7% | $108,359-61.5% | $87,485-52.3% |
| Participation rate | 32.4% | 61.7%-29.4pp | 70.1%-37.8pp | 68.9%-36.6pp |
| Annual return | 15.40% | 19.09%-3.7pp | 36.89%-21.5pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $383 | $3,100-87.6% | $4,137-90.7% | $4,274-91.0% |
| Admin fee / account holder | $935 | $6,537-85.7% | $9,741-90.4% | $7,775-88.0% |