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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 | $79,580 | $177,595-55.2% | $148,496-46.4% | $198,609-59.9% |
| Participation rate | 42.9% | 79.3%-36.4pp | 76.0%-33.2pp | 82.4%-39.5pp |
| Annual return | 12.86% | 9.97%+2.9pp | 12.33%+0.5pp | 202.70%-189.8pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,217 | $5,539-78.0% | $4,808-74.7% | $6,977-82.6% |
| Admin fee / account holder | $861 | $27,010-96.8% | $19,547-95.6% | $19,030-95.5% |