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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 | $46,408 | $123,478-62.4% | $216,567-78.6% | $94,015-50.6% |
| Participation rate | 41.0% | 75.1%-34.1pp | 81.6%-40.7pp | 70.8%-29.8pp |
| Annual return | 12.76% | 23.61%-10.8pp | 12.94%-0.2pp | 17.84%-5.1pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,929 | $4,556-57.7% | $6,191-68.8% | $4,249-54.6% |
| Admin fee / account holder | $672 | $12,753-94.7% | $21,981-96.9% | $8,951-92.5% |