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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 | $62,545 | $91,559-31.7% | $133,959-53.3% | $79,858-21.7% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | 11.29% | 61.85%-50.6pp | 45.09%-33.8pp | 31.72%-20.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,511 | $3,734-59.5% | $5,047-70.1% | $3,740-59.6% |
| Admin fee / account holder | $6,454 | $6,321+2.1% | $8,928-27.7% | $5,306+21.6% |