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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 | $37,790 | $99,345-62.0% | $84,753-55.4% | $273,972-86.2% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 5.78% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $519 | $4,270-87.9% | $3,712-86.0% | $5,287-90.2% |
| Admin fee / account holder | $2,761 | $6,645-58.4% | $5,333-48.2% | $10,133-72.7% |