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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 | $47,338 | $53,777-12.0% | $134,155-64.7% | $79,858-40.7% |
| Participation rate | 21.5% | 58.8%-37.3pp | 72.2%-50.7pp | 69.6%-48.1pp |
| Annual return | 14.55% | 19.01%-4.5pp | 36.34%-21.8pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $851 | $2,420-64.8% | $3,500-75.7% | $3,740-77.2% |
| Admin fee / account holder | $1,868 | $3,984-53.1% | $6,685-72.1% | $5,306-64.8% |