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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 | $42,751 | $91,559-53.3% | $133,978-68.1% | $79,856-46.5% |
| Participation rate | 59.4% | 73.3%-14.0pp | 79.8%-20.5pp | 69.6%-10.3pp |
| Annual return | 17.27% | 61.85%-44.6pp | 45.10%-27.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $641 | $3,734-82.8% | $5,047-87.3% | $3,741-82.9% |
| Admin fee / account holder | $923 | $6,321-85.4% | $8,930-89.7% | $5,306-82.6% |