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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 | $39,143 | $72,273-45.8% | $101,275-61.3% | $79,856-51.0% |
| Participation rate | 40.8% | 68.5%-27.6pp | 75.8%-35.0pp | 69.6%-28.8pp |
| Annual return | 18.31% | 22.30%-4.0pp | 46.48%-28.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $816 | $3,282-75.1% | $4,371-81.3% | $3,741-78.2% |
| Admin fee / account holder | $471 | $4,401-89.3% | $5,948-92.1% | $5,306-91.1% |