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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 | $45,085 | $71,208-36.7% | $93,681-51.9% | $80,911-44.3% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 11.11% | 11.27%-0.2pp | 133.47%-122.4pp | 35.63%-24.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,065 | $4,035-73.6% | $4,415-75.9% | $4,297-75.2% |
| Admin fee / account holder | $3,802 | $6,951-45.3% | $8,290-54.1% | $6,935-45.2% |