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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 | $43,057 | $78,425-45.1% | $95,956-55.1% | $79,858-46.1% |
| Participation rate | 51.1% | 73.5%-22.4pp | 77.1%-26.0pp | 69.6%-18.5pp |
| Annual return | 12.08% | 19.37%-7.3pp | 91.63%-79.5pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $935 | $3,440-72.8% | $4,167-77.5% | $3,740-75.0% |
| Admin fee / account holder | $2,357 | $5,622-58.1% | $6,797-65.3% | $5,306-55.6% |