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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 | $42,325 | $123,793-65.8% | $177,848-76.2% | $79,856-47.0% |
| Participation rate | 39.3% | 84.7%-45.3pp | 87.7%-48.4pp | 69.6%-30.3pp |
| Annual return | 20.42% | 22.82%-2.4pp | 48.33%-27.9pp | 31.71%-11.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,411 | $5,956-76.3% | $7,714-81.7% | $3,741-62.3% |
| Admin fee / account holder | $780 | $7,243-89.2% | $12,431-93.7% | $5,306-85.3% |