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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 | $50,791 | $138,393-63.3% | $184,256-72.4% | $80,959-37.3% |
| Participation rate | 27.4% | 83.9%-56.5pp | 86.8%-59.4pp | 67.7%-40.3pp |
| Annual return | 11.69% | 20.01%-8.3pp | 28.85%-17.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,490 | $7,076-64.8% | $9,133-72.7% | $4,300-42.1% |
| Admin fee / account holder | $1,928 | $10,489-81.6% | $13,899-86.1% | $6,925-72.2% |