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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 | $54,414 | $95,404-43.0% | $113,397-52.0% | $82,637-34.2% |
| Participation rate | 35.3% | 72.8%-37.5pp | 76.5%-41.2pp | 68.1%-32.8pp |
| Annual return | 17.26% | 19.08%-1.8pp | 23.20%-5.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,604 | $4,220-62.0% | $5,076-68.4% | $4,126-61.1% |
| Admin fee / account holder | $1,017 | $9,168-88.9% | $11,957-91.5% | $7,339-86.1% |