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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 | $46,665 | $77,962-40.1% | $178,540-73.9% | $80,935-42.3% |
| Participation rate | 16.7% | 65.7%-49.0pp | 77.1%-60.4pp | 67.7%-51.0pp |
| Annual return | 13.21% | 18.10%-4.9pp | 27.15%-13.9pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,143 | $4,404-74.0% | $6,281-81.8% | $4,299-73.4% |
| Admin fee / account holder | $8,015 | $7,156+12.0% | $10,424-23.1% | $6,924+15.7% |