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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 | $62,916 | $88,707-29.1% | $74,184-15.2% | $273,972-77.0% |
| Participation rate | 46.7% | 79.4%-32.8pp | 76.6%-30.0pp | 83.0%-36.3pp |
| Annual return | 5.44% | 11.94%-6.5pp | 17.74%-12.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $869 | $4,212-79.4% | $3,550-75.5% | $5,287-83.6% |
| Admin fee / account holder | $4,997 | $8,717-42.7% | $5,586-10.5% | $10,133-50.7% |