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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 | $46,294 | $63,861-27.5% | $104,639-55.8% | $79,856-42.0% |
| Participation rate | 32.6% | 64.9%-32.4pp | 74.1%-41.5pp | 69.6%-37.1pp |
| Annual return | 10.75% | 21.30%-10.6pp | 340.67%-329.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $615 | $2,693-77.2% | $3,738-83.5% | $3,741-83.6% |
| Admin fee / account holder | $3,193 | $4,185-23.7% | $6,465-50.6% | $5,306-39.8% |