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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 | $44,740 | $47,944-6.7% | $67,834-34.0% | $62,881-28.9% |
| Participation rate | 30.2% | 61.1%-30.9pp | 68.8%-38.6pp | 69.3%-39.1pp |
| Annual return | 7.36% | 11.77%-4.4pp | 138.47%-131.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $545 | $2,247-75.8% | $3,160-82.8% | $3,203-83.0% |
| Admin fee / account holder | $2,316 | $3,712-37.6% | $4,622-49.9% | $4,296-46.1% |