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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 | $39,917 | $78,423-49.1% | $95,964-58.4% | $79,856-50.0% |
| Participation rate | 32.0% | 73.5%-41.5pp | 77.1%-45.1pp | 69.6%-37.6pp |
| Annual return | 11.69% | 19.37%-7.7pp | 91.64%-80.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $957 | $3,440-72.2% | $4,167-77.0% | $3,741-74.4% |
| Admin fee / account holder | $2,859 | $5,622-49.1% | $6,797-57.9% | $5,306-46.1% |