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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 | $47,897 | $56,110-14.6% | $94,993-49.6% | $70,124-31.7% |
| Participation rate | 22.0% | 65.0%-43.0pp | 73.9%-51.9pp | 69.5%-47.5pp |
| Annual return | 13.81% | 51.02%-37.2pp | 27.14%-13.3pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $524 | $2,391-78.1% | $3,317-84.2% | $3,332-84.3% |
| Admin fee / account holder | $2,074 | $3,456-40.0% | $4,960-58.2% | $4,645-55.4% |