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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 | $40,538 | $81,358-50.2% | $155,556-73.9% | $80,959-49.9% |
| Participation rate | 11.8% | 66.3%-54.5pp | 78.2%-66.5pp | 67.7%-55.9pp |
| Annual return | 11.57% | 33.39%-21.8pp | 64.84%-53.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $544 | $3,455-84.2% | $5,631-90.3% | $4,300-87.3% |
| Admin fee / account holder | $879 | $7,994-89.0% | $15,885-94.5% | $6,925-87.3% |