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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 | $44,538 | $114,712-61.2% | $173,730-74.4% | $87,485-49.1% |
| Participation rate | 68.8% | 73.0%-4.2pp | 79.6%-10.8pp | 68.9%-0.2pp |
| Annual return | 15.37% | 20.18%-4.8pp | 19.96%-4.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $961 | $4,642-79.3% | $6,326-84.8% | $4,274-77.5% |
| Admin fee / account holder | $1,981 | $10,210-80.6% | $17,523-88.7% | $7,775-74.5% |