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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 | $42,787 | $104,098-58.9% | $140,514-69.5% | $94,015-54.5% |
| Participation rate | 58.2% | 73.7%-15.5pp | 77.8%-19.6pp | 70.8%-12.6pp |
| Annual return | 11.98% | 15.14%-3.2pp | 14.36%-2.4pp | 17.84%-5.9pp |
| Employer contribution / active EE | $2,018 | $2,388-15.5% | $3,378-40.3% | $2,790-27.7% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $13,435 | $10,439+28.7% | $13,697-1.9% | $8,951+50.1% |