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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 | $41,515 | $123,793-66.5% | $177,840-76.7% | $79,852-48.0% |
| Participation rate | 41.3% | 84.7%-43.4pp | 87.7%-46.4pp | 69.6%-28.4pp |
| Annual return | 17.53% | 22.82%-5.3pp | 48.32%-30.8pp | 31.72%-14.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,546 | $5,956-74.1% | $7,714-80.0% | $3,740-58.7% |
| Admin fee / account holder | $4,156 | $7,243-42.6% | $12,431-66.6% | $5,306-21.7% |