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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 | $46,455 | $65,364-28.9% | $92,909-50.0% | $72,975-36.3% |
| Participation rate | 27.8% | 68.3%-40.5pp | 76.0%-48.2pp | 69.5%-41.7pp |
| Annual return | 27.42% | 42.11%-14.7pp | 109.44%-82.0pp | 81.01%-53.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $567 | $3,128-81.9% | $4,238-86.6% | $3,608-84.3% |
| Admin fee / account holder | $2,562 | $4,251-39.7% | $5,795-55.8% | $5,124-50.0% |