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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 | $53,886 | $146,267-63.2% | $197,124-72.7% | $82,448-34.6% |
| Participation rate | 44.9% | 84.0%-39.1pp | 86.7%-41.8pp | 68.1%-23.1pp |
| Annual return | 16.26% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,347 | $7,035-80.9% | $9,135-85.3% | $4,139-67.5% |
| Admin fee / account holder | $1,837 | $14,422-87.3% | $16,298-88.7% | $7,234-74.6% |