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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 | $49,234 | $80,992-39.2% | $96,534-49.0% | $75,173-34.5% |
| Participation rate | 43.1% | 71.8%-28.7pp | 76.0%-32.9pp | 67.2%-24.1pp |
| Annual return | 15.14% | 27.05%-11.9pp | 25.88%-10.7pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,680 | $3,929-57.2% | $4,851-65.4% | $4,126-59.3% |
| Admin fee / account holder | $5,771 | $6,717-14.1% | $8,253-30.1% | $5,651+2.1% |