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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 | $45,614 | $67,602-32.5% | $82,312-44.6% | $70,126-35.0% |
| Participation rate | 34.9% | 72.8%-37.9pp | 76.9%-42.0pp | 69.5%-34.7pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $443 | $1,755-74.7% | $2,428-81.7% | $2,343-81.1% |
| Participant deferral / active EE | $1,250 | $2,987-58.1% | $3,706-66.3% | $3,332-62.5% |
| Admin fee / account holder | $4,160 | $4,512-7.8% | $5,608-25.8% | $4,645-10.5% |