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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 | $106,524-56.8% | $152,301-69.8% | $87,485-47.4% |
| Participation rate | 36.1% | 75.8%-39.7pp | 82.4%-46.4pp | 68.9%-32.8pp |
| Annual return | 15.66% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,192 | $6,525-66.4% | $8,004-72.6% | $4,274-48.7% |
| Admin fee / account holder | $1,605 | $8,287-80.6% | $14,398-88.8% | $7,775-79.4% |