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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 | $35,322 | $140,592-74.9% | $123,106-71.3% | $125,388-71.8% |
| Participation rate | 46.2% | 88.2%-42.0pp | 86.8%-40.6pp | 83.2%-37.0pp |
| Annual return | 2.07% | 16.80%-14.7pp | 13.22%-11.1pp | 282.24%-280.2pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,491 | $6,980-78.6% | $6,229-76.1% | $5,352-72.1% |
| Admin fee / account holder | $51,066 | $11,198+356.0% | $9,015+466.5% | $9,541+435.2% |