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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 | $97,550-44.5% | $120,344-55.0% | $87,485-38.1% |
| Participation rate | 27.8% | 72.8%-45.0pp | 76.7%-48.9pp | 68.9%-41.1pp |
| Annual return | 14.29% | 18.41%-4.1pp | 20.30%-6.0pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,211 | $4,230-71.4% | $5,135-76.4% | $4,274-71.7% |
| Admin fee / account holder | $7,678 | $9,543-19.5% | $12,742-39.7% | $7,775-1.2% |