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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 | $40,262 | $114,712-64.9% | $173,730-76.8% | $87,485-54.0% |
| Participation rate | 40.4% | 73.0%-32.5pp | 79.6%-39.1pp | 68.9%-28.5pp |
| Annual return | 12.32% | 20.18%-7.9pp | 19.96%-7.6pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,624 | $4,642-65.0% | $6,326-74.3% | $4,274-62.0% |
| Admin fee / account holder | $2,346 | $10,210-77.0% | $17,523-86.6% | $7,775-69.8% |