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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 | $80,273 | $88,672-9.5% | $105,223-23.7% | $82,448-2.6% |
| Participation rate | 41.9% | 67.9%-26.0pp | 75.0%-33.1pp | 68.1%-26.1pp |
| Annual return | 13.45% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,619 | $4,036-59.9% | $5,072-68.1% | $4,139-60.9% |
| Admin fee / account holder | $1,145 | $7,146-84.0% | $8,859-87.1% | $7,234-84.2% |