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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 | $50,750 | $106,864-52.5% | $147,318-65.6% | $82,637-38.6% |
| Participation rate | 14.1% | 75.5%-61.4pp | 82.1%-68.0pp | 68.1%-54.0pp |
| Annual return | 16.92% | 27.49%-10.6pp | 70.43%-53.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,196 | $6,496-81.6% | $7,906-84.9% | $4,126-71.0% |
| Admin fee / account holder | $5,222 | $8,415-37.9% | $13,708-61.9% | $7,339-28.8% |