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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 | $49,523 | $71,057-30.3% | $93,654-47.1% | $80,874-38.8% |
| Participation rate | 17.9% | 60.4%-42.5pp | 68.7%-50.8pp | 67.6%-49.7pp |
| Annual return | 11.12% | 11.26%-0.1pp | 133.34%-122.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $817 | $4,034-79.8% | $4,413-81.5% | $4,297-81.0% |
| Admin fee / account holder | $871 | $6,944-87.5% | $8,282-89.5% | $6,935-87.4% |