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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 | $43,145 | $138,312-68.8% | $122,979-64.9% | $155,188-72.2% |
| Participation rate | 36.4% | 80.2%-43.8pp | 77.2%-40.8pp | 80.8%-44.4pp |
| Annual return | 14.77% | 22.06%-7.3pp | 20.12%-5.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,738 | $5,592-68.9% | $5,003-65.3% | $6,531-73.4% |
| Admin fee / account holder | $732 | $15,089-95.2% | $12,864-94.3% | $14,480-94.9% |