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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 | $43,344 | $61,605-29.6% | $112,273-61.4% | $75,181-42.3% |
| Participation rate | 9.5% | 61.7%-52.2pp | 72.4%-62.9pp | 67.2%-57.7pp |
| Annual return | 18.81% | 28.47%-9.7pp | 30.23%-11.4pp | 160.69%-141.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $972 | $3,108-68.7% | $4,800-79.7% | $4,126-76.4% |
| Admin fee / account holder | $1,682 | $4,862-65.4% | $7,752-78.3% | $5,650-70.2% |