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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 | $43,479 | $80,992-46.3% | $96,534-55.0% | $75,173-42.2% |
| Participation rate | 43.9% | 71.8%-27.9pp | 76.0%-32.1pp | 67.2%-23.3pp |
| Annual return | 12.96% | 27.05%-14.1pp | 25.88%-12.9pp | 160.72%-147.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,522 | $3,929-61.3% | $4,851-68.6% | $4,126-63.1% |
| Admin fee / account holder | $1,892 | $6,717-71.8% | $8,253-77.1% | $5,651-66.5% |