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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 | $40,692 | $78,027-47.8% | $178,528-77.2% | $80,925-49.7% |
| Participation rate | 21.9% | 65.7%-43.8pp | 77.1%-55.2pp | 67.7%-45.8pp |
| Annual return | 12.08% | 18.09%-6.0pp | 27.11%-15.0pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,246 | $4,408-71.7% | $6,278-80.2% | $4,299-71.0% |
| Admin fee / account holder | $1,167 | $7,168-83.7% | $10,419-88.8% | $6,940-83.2% |