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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 | $55,956 | $64,348-13.0% | $90,162-37.9% | $70,131-20.2% |
| Participation rate | 38.0% | 70.4%-32.4pp | 76.9%-38.9pp | 69.5%-31.5pp |
| Annual return | 15.94% | 28.13%-12.2pp | 34.88%-18.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,171 | $4,389-73.3% | $5,287-77.9% | $3,332-64.9% |
| Admin fee / account holder | $2,054 | $3,944-47.9% | $5,943-65.4% | $4,645-55.8% |