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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 | $38,853 | $72,492-46.4% | $87,102-55.4% | $72,983-46.8% |
| Participation rate | 54.7% | 72.8%-18.1pp | 76.9%-22.2pp | 69.5%-14.8pp |
| Annual return | 17.35% | 24.46%-7.1pp | 28.19%-10.8pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,078 | $3,270-67.0% | $4,048-73.4% | $3,608-70.1% |
| Admin fee / account holder | $417 | $5,055-91.8% | $7,491-94.4% | $5,124-91.9% |