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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 | $40,587 | $56,287-27.9% | $80,977-49.9% | $62,881-35.5% |
| Participation rate | 39.4% | 68.9%-29.5pp | 75.8%-36.4pp | 69.3%-29.9pp |
| Annual return | 8.79% | 22.13%-13.3pp | 17.11%-8.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,258 | $4,196-70.0% | $5,696-77.9% | $3,203-60.7% |
| Admin fee / account holder | $1,377 | $3,742-63.2% | $5,517-75.0% | $4,296-67.9% |