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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 | $64,494 | $123,478-47.8% | $216,567-70.2% | $94,015-31.4% |
| Participation rate | 37.9% | 75.1%-37.2pp | 81.6%-43.7pp | 70.8%-32.9pp |
| Annual return | 12.24% | 23.61%-11.4pp | 12.94%-0.7pp | 17.84%-5.6pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,765 | $4,556-61.3% | $6,191-71.5% | $4,249-58.5% |
| Admin fee / account holder | $1,707 | $12,753-86.6% | $21,981-92.2% | $8,951-80.9% |