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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 | $40,810 | $78,015-47.7% | $178,505-77.1% | $80,959-49.6% |
| Participation rate | 44.4% | 65.7%-21.2pp | 77.1%-32.7pp | 67.7%-23.2pp |
| Annual return | 10.77% | 18.10%-7.3pp | 27.16%-16.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,312 | $4,406-70.2% | $6,280-79.1% | $4,300-69.5% |
| Admin fee / account holder | $20,763 | $7,160+190.0% | $10,428+99.1% | $6,925+199.8% |