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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 | $41,816 | $78,428-46.7% | $95,960-56.4% | $79,852-47.6% |
| Participation rate | 61.8% | 73.5%-11.7pp | 77.1%-15.3pp | 69.6%-7.9pp |
| Annual return | 14.07% | 19.37%-5.3pp | 91.63%-77.6pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,280 | $3,440-62.8% | $4,167-69.3% | $3,740-65.8% |
| Admin fee / account holder | $6,562 | $5,622+16.7% | $6,797-3.5% | $5,306+23.7% |