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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 | $51,358 | $91,559-43.9% | $133,978-61.7% | $79,856-35.7% |
| Participation rate | 37.9% | 73.3%-35.5pp | 79.8%-42.0pp | 69.6%-31.8pp |
| Annual return | 11.16% | 61.85%-50.7pp | 45.10%-33.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,592 | $3,734-57.4% | $5,047-68.5% | $3,741-57.4% |
| Admin fee / account holder | $10,278 | $6,321+62.6% | $8,930+15.1% | $5,306+93.7% |