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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 | $48,911 | $63,354-22.8% | $94,105-48.0% | $82,637-40.8% |
| Participation rate | 40.7% | 63.8%-23.1pp | 71.9%-31.2pp | 68.1%-27.3pp |
| Annual return | 14.62% | 34.36%-19.7pp | 204.55%-189.9pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $729 | $2,873-74.6% | $3,881-81.2% | $4,126-82.3% |
| Admin fee / account holder | $14,485 | $5,073+185.5% | $6,199+133.6% | $7,339+97.4% |