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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 | $47,075 | $138,385-66.0% | $184,200-74.4% | $80,874-41.8% |
| Participation rate | 42.9% | 83.9%-41.0pp | 86.8%-44.0pp | 67.6%-24.8pp |
| Annual return | 12.95% | 20.02%-7.1pp | 28.80%-15.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,346 | $7,073-81.0% | $9,132-85.3% | $4,297-68.7% |
| Admin fee / account holder | $2,436 | $10,483-76.8% | $13,907-82.5% | $6,935-64.9% |