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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 | $37,194 | $56,277-33.9% | $80,976-54.1% | $62,891-40.9% |
| Participation rate | 45.7% | 69.0%-23.3pp | 75.8%-30.1pp | 69.3%-23.6pp |
| Annual return | 8.05% | 22.12%-14.1pp | 17.10%-9.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,436 | $4,195-65.8% | $5,696-74.8% | $3,203-55.2% |
| Admin fee / account holder | $5,068 | $3,741+35.5% | $5,516-8.1% | $4,296+18.0% |