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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 | $41,627 | $79,961-47.9% | $98,462-57.7% | $75,177-44.6% |
| Participation rate | 38.6% | 70.4%-31.7pp | 75.2%-36.5pp | 67.2%-28.6pp |
| Annual return | 14.07% | 19.75%-5.7pp | 21.17%-7.1pp | 160.75%-146.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,570 | $3,753-58.2% | $4,738-66.9% | $4,126-62.0% |
| Admin fee / account holder | $867 | $6,842-87.3% | $8,875-90.2% | $5,651-84.7% |