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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 | $60,068 | $91,559-34.4% | $133,971-55.2% | $79,852-24.8% |
| Participation rate | 41.9% | 73.3%-31.4pp | 79.8%-37.9pp | 69.6%-27.7pp |
| Annual return | 18.06% | 61.85%-43.8pp | 45.09%-27.0pp | 31.72%-13.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,152 | $3,734-69.1% | $5,047-77.2% | $3,740-69.2% |
| Admin fee / account holder | $627 | $6,321-90.1% | $8,929-93.0% | $5,306-88.2% |