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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 | $42,076 | $72,486-42.0% | $87,103-51.7% | $72,976-42.3% |
| Participation rate | 52.4% | 72.8%-20.4pp | 76.9%-24.5pp | 69.5%-17.1pp |
| Annual return | 17.42% | 24.46%-7.0pp | 28.19%-10.8pp | 81.02%-63.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $949 | $3,270-71.0% | $4,049-76.6% | $3,608-73.7% |
| Admin fee / account holder | $414 | $5,055-91.8% | $7,491-94.5% | $5,124-91.9% |