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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 | $39,704 | $114,712-65.4% | $173,730-77.1% | $87,485-54.6% |
| Participation rate | 41.9% | 73.0%-31.1pp | 79.6%-37.7pp | 68.9%-27.1pp |
| Annual return | 20.07% | 20.18%-0.1pp | 19.96%+0.1pp | 26.06%-6.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,530 | $4,642-67.0% | $6,326-75.8% | $4,274-64.2% |
| Admin fee / account holder | $528 | $10,210-94.8% | $17,523-97.0% | $7,775-93.2% |