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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 | $54,173 | $95,453-43.2% | $112,040-51.6% | $82,448-34.3% |
| Participation rate | 27.8% | 72.8%-44.9pp | 76.5%-48.6pp | 68.1%-40.2pp |
| Annual return | 14.29% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,211 | $4,224-71.3% | $5,098-76.2% | $4,139-70.7% |
| Admin fee / account holder | $7,678 | $9,013-14.8% | $12,098-36.5% | $7,234+6.1% |