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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 | $46,177 | $86,919-46.9% | $102,457-54.9% | $80,911-42.9% |
| Participation rate | 39.5% | 72.4%-32.9pp | 76.5%-37.0pp | 67.6%-28.1pp |
| Annual return | 13.41% | 18.90%-5.5pp | 29.41%-16.0pp | 35.63%-22.2pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $612 | $4,119-85.1% | $5,054-87.9% | $4,297-85.8% |
| Admin fee / account holder | $1,291 | $8,049-84.0% | $9,451-86.3% | $6,935-81.4% |