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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 | $47,369 | $71,523-33.8% | $98,461-51.9% | $71,511-33.8% |
| Participation rate | 26.6% | 72.7%-46.1pp | 75.2%-48.6pp | 67.9%-41.3pp |
| Annual return | 15.72% | 32.43%-16.7pp | 21.17%-5.5pp | 28.86%-13.1pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,175 | $4,109-71.4% | $4,738-75.2% | $4,291-72.6% |
| Admin fee / account holder | $4,167 | $1,676+148.7% | $8,961-53.5% | $1,588+162.4% |