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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 | $42,768 | $101,778-58.0% | $164,975-74.1% | $80,925-47.2% |
| Participation rate | 29.4% | 71.8%-42.4pp | 78.6%-49.2pp | 67.7%-38.2pp |
| Annual return | 13.51% | 16.73%-3.2pp | 70.12%-56.6pp | 35.65%-22.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $672 | $4,477-85.0% | $6,033-88.9% | $4,299-84.4% |
| Admin fee / account holder | $8,236 | $8,221+0.2% | $12,688-35.1% | $6,940+18.7% |