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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 | $39,258 | $99,345-60.5% | $84,753-53.7% | $273,972-85.7% |
| Participation rate | 52.4% | 80.7%-28.3pp | 76.6%-24.2pp | 83.0%-30.6pp |
| Annual return | 6.80% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $154 | $4,270-96.4% | $3,712-95.9% | $5,287-97.1% |
| Admin fee / account holder | $994 | $6,645-85.0% | $5,333-81.4% | $10,133-90.2% |