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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 | $56,964 | $97,648-41.7% | $121,663-53.2% | $87,485-34.9% |
| Participation rate | 44.0% | 70.5%-26.5pp | 74.5%-30.5pp | 68.9%-24.9pp |
| Annual return | 15.10% | 18.03%-2.9pp | 147.54%-132.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,210 | $3,923-69.2% | $4,887-75.2% | $4,274-71.7% |
| Admin fee / account holder | $6,358 | $11,100-42.7% | $14,289-55.5% | $7,775-18.2% |