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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 | $42,393 | $110,137-61.5% | $161,149-73.7% | $82,637-48.7% |
| Participation rate | 51.1% | 72.4%-21.3pp | 78.8%-27.8pp | 68.1%-17.0pp |
| Annual return | 15.84% | 20.69%-4.8pp | 21.16%-5.3pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,067 | $4,575-76.7% | $6,153-82.7% | $4,126-74.1% |
| Admin fee / account holder | $3,074 | $9,467-67.5% | $15,194-79.8% | $7,339-58.1% |