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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 | $48,363 | $76,551-36.8% | $123,894-61.0% | $62,881-23.1% |
| Participation rate | 36.1% | 73.0%-36.9pp | 81.4%-45.3pp | 69.3%-33.2pp |
| Annual return | 19.14% | 18.68%+0.5pp | 47.52%-28.4pp | 20.14%-1.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,825 | $4,840-62.3% | $5,984-69.5% | $3,203-43.0% |
| Admin fee / account holder | $825 | $4,826-82.9% | $8,357-90.1% | $4,296-80.8% |