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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 | $49,109 | $87,132-43.6% | $105,624-53.5% | $80,959-39.3% |
| Participation rate | 18.9% | 70.4%-51.5pp | 75.3%-56.4pp | 67.7%-48.7pp |
| Annual return | 12.41% | 17.03%-4.6pp | 116.20%-103.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $619 | $3,985-84.5% | $5,013-87.6% | $4,300-85.6% |
| Admin fee / account holder | $629 | $8,449-92.6% | $10,961-94.3% | $6,925-90.9% |