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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 | $51,540 | $81,504-36.8% | $102,437-49.7% | $80,959-36.3% |
| Participation rate | 32.1% | 66.9%-34.7pp | 74.5%-42.4pp | 67.7%-35.5pp |
| Annual return | 11.88% | 25.60%-13.7pp | 24.95%-13.1pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,460 | $3,871-62.3% | $5,060-71.2% | $4,300-66.1% |
| Admin fee / account holder | $365 | $6,719-94.6% | $8,388-95.7% | $6,925-94.7% |