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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 | $42,174 | $78,423-46.2% | $95,964-56.1% | $79,856-47.2% |
| Participation rate | 40.3% | 73.5%-33.2pp | 77.1%-36.8pp | 69.6%-29.4pp |
| Annual return | 12.53% | 19.37%-6.8pp | 91.64%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $615 | $3,440-82.1% | $4,167-85.3% | $3,741-83.6% |
| Admin fee / account holder | $5,803 | $5,622+3.2% | $6,797-14.6% | $5,306+9.4% |