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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 | $61,916 | $81,504-24.0% | $102,437-39.6% | $80,959-23.5% |
| Participation rate | 48.1% | 66.9%-18.7pp | 74.5%-26.4pp | 67.7%-19.5pp |
| Annual return | 11.01% | 25.60%-14.6pp | 24.95%-13.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,514 | $3,871-60.9% | $5,060-70.1% | $4,300-64.8% |
| Admin fee / account holder | $1,148 | $6,719-82.9% | $8,388-86.3% | $6,925-83.4% |