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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 | $45,741 | $72,486-36.9% | $87,103-47.5% | $72,976-37.3% |
| Participation rate | 24.7% | 72.8%-48.1pp | 76.9%-52.1pp | 69.5%-44.8pp |
| Annual return | 22.05% | 24.46%-2.4pp | 28.19%-6.1pp | 81.02%-59.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $811 | $3,270-75.2% | $4,049-80.0% | $3,608-77.5% |
| Admin fee / account holder | $10,863 | $5,055+114.9% | $7,491+45.0% | $5,124+112.0% |