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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 | $44,050 | $95,404-53.8% | $113,397-61.2% | $82,637-46.7% |
| Participation rate | 40.4% | 72.8%-32.4pp | 76.5%-36.1pp | 68.1%-27.7pp |
| Annual return | 13.25% | 19.08%-5.8pp | 23.20%-10.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $987 | $4,220-76.6% | $5,076-80.6% | $4,126-76.1% |
| Admin fee / account holder | $873 | $9,168-90.5% | $11,957-92.7% | $7,339-88.1% |