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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 | $42,393 | $108,825-61.0% | $156,181-72.9% | $82,448-48.6% |
| Participation rate | 51.1% | 72.4%-21.3pp | 78.8%-27.8pp | 68.1%-17.0pp |
| Annual return | 15.84% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,067 | $4,577-76.7% | $6,132-82.6% | $4,139-74.2% |
| Admin fee / account holder | $3,074 | $9,341-67.1% | $14,586-78.9% | $7,234-57.5% |