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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 | $43,705 | $45,312-3.5% | $86,233-49.3% | $67,986-35.7% |
| Participation rate | 9.3% | 42.4%-33.1pp | 69.0%-59.7pp | 57.2%-47.9pp |
| Annual return | 16.86% | 24.79%-7.9pp | 61.39%-44.5pp | 31.67%-14.8pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $459 | $2,185-79.0% | $4,559-89.9% | $3,358-86.3% |
| Admin fee / account holder | $7,149 | $3,295+117.0% | $8,342-14.3% | $3,203+123.2% |