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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 | $37,776 | $72,486-47.9% | $87,103-56.6% | $72,976-48.2% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.9%-28.5pp | 69.5%-21.1pp |
| Annual return | 18.75% | 24.46%-5.7pp | 28.19%-9.4pp | 81.02%-62.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $933 | $3,270-71.5% | $4,049-76.9% | $3,608-74.1% |
| Admin fee / account holder | $812 | $5,055-83.9% | $7,491-89.2% | $5,124-84.1% |