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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 | $34,545 | $56,277-38.6% | $80,976-57.3% | $62,891-45.1% |
| Participation rate | 40.0% | 69.0%-29.0pp | 75.8%-35.8pp | 69.3%-29.3pp |
| Annual return | 6.00% | 22.12%-16.1pp | 17.10%-11.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,323 | $4,195-68.5% | $5,696-76.8% | $3,203-58.7% |
| Admin fee / account holder | $1,176 | $3,741-68.6% | $5,516-78.7% | $4,296-72.6% |