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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 | $55,098 | $76,551-28.0% | $123,894-55.5% | $62,881-12.4% |
| Participation rate | 25.5% | 73.0%-47.5pp | 81.4%-55.9pp | 69.3%-43.8pp |
| Annual return | 8.41% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $892 | $4,840-81.6% | $5,984-85.1% | $3,203-72.1% |
| Admin fee / account holder | $657 | $4,826-86.4% | $8,357-92.1% | $4,296-84.7% |