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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 | $54,385 | $82,879-34.4% | $96,576-43.7% | $67,986-20.0% |
| Participation rate | 42.2% | 75.2%-32.9pp | 81.4%-39.2pp | 57.2%-15.0pp |
| Annual return | 0.00% | 36.90%-36.9pp | 38.47%-38.5pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $833 | $6,976-88.1% | $7,956-89.5% | $3,358-75.2% |
| Admin fee / account holder | $2,455 | $2,783-11.8% | $11,381-78.4% | $3,203-23.4% |