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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 | $57,894 | $72,027-19.6% | $185,835-68.8% | $79,852-27.5% |
| Participation rate | 21.1% | 65.8%-44.7pp | 78.0%-57.0pp | 69.6%-48.6pp |
| Annual return | 12.25% | 23.13%-10.9pp | 35.96%-23.7pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,228 | $3,780-67.5% | $5,633-78.2% | $3,740-67.2% |
| Admin fee / account holder | $494 | $4,513-89.1% | $9,502-94.8% | $5,306-90.7% |