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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 | $40,000 | $76,551-47.7% | $123,894-67.7% | $62,881-36.4% |
| Participation rate | 30.6% | 73.0%-42.4pp | 81.4%-50.9pp | 69.3%-38.7pp |
| Annual return | 9.66% | 18.68%-9.0pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,532 | $4,840-68.4% | $5,984-74.4% | $3,203-52.2% |
| Admin fee / account holder | $6,706 | $4,826+39.0% | $8,357-19.8% | $4,296+56.1% |