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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 | $54,400 | $100,194-45.7% | $122,979-55.8% | $86,983-37.5% |
| Participation rate | 30.8% | 73.0%-42.2pp | 77.2%-46.4pp | 69.5%-38.8pp |
| Annual return | 13.36% | 16.47%-3.1pp | 20.12%-6.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,280 | $4,133-69.0% | $5,003-74.4% | $4,194-69.5% |
| Admin fee / account holder | $658 | $10,148-93.5% | $12,864-94.9% | $7,856-91.6% |