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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 | $53,260 | $91,559-41.8% | $133,978-60.2% | $79,856-33.3% |
| Participation rate | 14.9% | 73.3%-58.4pp | 79.8%-64.9pp | 69.6%-54.7pp |
| Annual return | 12.39% | 61.85%-49.5pp | 45.10%-32.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,267 | $3,734-66.1% | $5,047-74.9% | $3,741-66.1% |
| Admin fee / account holder | $897 | $6,321-85.8% | $8,930-90.0% | $5,306-83.1% |