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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 | $48,518 | $76,551-36.6% | $123,894-60.8% | $62,881-22.8% |
| Participation rate | 42.6% | 73.0%-30.4pp | 81.4%-38.8pp | 69.3%-26.7pp |
| Annual return | 6.38% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,258 | $4,840-74.0% | $5,984-79.0% | $3,203-60.7% |
| Admin fee / account holder | $2,345 | $4,826-51.4% | $8,357-71.9% | $4,296-45.4% |