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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 | $35,593 | $89,364-60.2% | $141,177-74.8% | $72,983-51.2% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.5%-34.5pp | 69.5%-21.5pp |
| Annual return | 19.79% | 111.86%-92.1pp | 71.40%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,272 | $5,419-76.5% | $6,710-81.0% | $3,608-64.7% |
| Admin fee / account holder | $12,534 | $5,959+110.3% | $10,263+22.1% | $5,124+144.6% |