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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 | $46,474 | $87,166-46.7% | $76,735-39.4% | $137,256-66.1% |
| Participation rate | 35.3% | 74.4%-39.1pp | 69.5%-34.2pp | 80.0%-44.7pp |
| Annual return | 16.85% | 26.50%-9.6pp | 29.77%-12.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $625 | $4,726-86.8% | $4,088-84.7% | $6,407-90.2% |
| Admin fee / account holder | $1,316 | $8,403-84.3% | $7,189-81.7% | $12,270-89.3% |