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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 | $20,162 | $99,345-79.7% | $84,753-76.2% | $273,972-92.6% |
| Participation rate | 44.4% | 80.7%-36.3pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 4.78% | 22.93%-18.1pp | 22.78%-18.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $793 | $4,270-81.4% | $3,712-78.6% | $5,287-85.0% |
| Admin fee / account holder | $451 | $6,645-93.2% | $5,333-91.5% | $10,133-95.5% |