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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 | $49,506 | $70,475-29.8% | $100,530-50.8% | $79,858-38.0% |
| Participation rate | 50.0% | 73.7%-23.7pp | 79.4%-29.4pp | 69.6%-19.6pp |
| Annual return | 16.16% | 21.90%-5.7pp | 30.89%-14.7pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,137 | $5,181-58.8% | $6,271-65.9% | $3,740-42.9% |
| Admin fee / account holder | $1,901 | $4,478-57.5% | $8,083-76.5% | $5,306-64.2% |