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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 | $43,309 | $88,707-51.2% | $74,184-41.6% | $273,972-84.2% |
| Participation rate | 38.5% | 79.4%-41.0pp | 76.6%-38.2pp | 83.0%-44.6pp |
| Annual return | 7.54% | 11.94%-4.4pp | 17.74%-10.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $991 | $4,212-76.5% | $3,550-72.1% | $5,287-81.3% |
| Admin fee / account holder | $5,546 | $8,717-36.4% | $5,586-0.7% | $10,133-45.3% |