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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 | $43,759 | $80,983-46.0% | $96,544-54.7% | $75,177-41.8% |
| Participation rate | 15.1% | 71.8%-56.7pp | 76.0%-60.9pp | 67.2%-52.1pp |
| Annual return | 16.33% | 27.05%-10.7pp | 25.88%-9.6pp | 160.75%-144.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $724 | $3,929-81.6% | $4,851-85.1% | $4,126-82.4% |
| Admin fee / account holder | $6,783 | $6,717+1.0% | $8,254-17.8% | $5,651+20.0% |