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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 | $58,239 | $80,992-28.1% | $96,534-39.7% | $75,173-22.5% |
| Participation rate | 47.7% | 71.8%-24.1pp | 76.0%-28.3pp | 67.2%-19.5pp |
| Annual return | 15.02% | 27.05%-12.0pp | 25.88%-10.9pp | 160.72%-145.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,707 | $3,929-56.6% | $4,851-64.8% | $4,126-58.6% |
| Admin fee / account holder | $2,439 | $6,717-63.7% | $8,253-70.5% | $5,651-56.8% |