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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 | $46,837 | $78,015-40.0% | $178,505-73.8% | $80,959-42.1% |
| Participation rate | 14.3% | 65.7%-51.4pp | 77.1%-62.8pp | 67.7%-53.4pp |
| Annual return | 16.93% | 18.10%-1.2pp | 27.16%-10.2pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,354 | $4,406-69.3% | $6,280-78.4% | $4,300-68.5% |
| Admin fee / account holder | $9,330 | $7,160+30.3% | $10,428-10.5% | $6,925+34.7% |