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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 | $36,077 | $108,825-66.8% | $156,181-76.9% | $82,448-56.2% |
| Participation rate | 20.5% | 72.4%-51.9pp | 78.8%-58.3pp | 68.1%-47.6pp |
| Annual return | 15.68% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,547 | $4,577-66.2% | $6,132-74.8% | $4,139-62.6% |
| Admin fee / account holder | $505 | $9,341-94.6% | $14,586-96.5% | $7,234-93.0% |