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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 | $37,556 | $88,707-57.7% | $74,184-49.4% | $273,972-86.3% |
| Participation rate | 41.2% | 79.4%-38.3pp | 76.6%-35.4pp | 83.0%-41.8pp |
| Annual return | 3.08% | 11.94%-8.9pp | 17.74%-14.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $964 | $4,212-77.1% | $3,550-72.8% | $5,287-81.8% |
| Admin fee / account holder | $369 | $8,717-95.8% | $5,586-93.4% | $10,133-96.4% |