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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 | $46,007 | $106,749-56.9% | $145,433-68.4% | $82,448-44.2% |
| Participation rate | 36.1% | 75.6%-39.6pp | 82.1%-46.0pp | 68.1%-32.0pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,192 | $6,519-66.4% | $7,897-72.2% | $4,139-47.0% |
| Admin fee / account holder | $1,605 | $8,390-80.9% | $13,129-87.8% | $7,234-77.8% |