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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 | $41,849 | $67,602-38.1% | $82,312-49.2% | $70,126-40.3% |
| Participation rate | 39.0% | 72.8%-33.7pp | 76.9%-37.9pp | 69.5%-30.5pp |
| Annual return | 14.96% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $770 | $2,987-74.2% | $3,706-79.2% | $3,332-76.9% |
| Admin fee / account holder | $2,491 | $4,512-44.8% | $5,608-55.6% | $4,645-46.4% |