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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 | $55,812 | $101,763-45.2% | $164,866-66.1% | $80,874-31.0% |
| Participation rate | 25.9% | 71.8%-45.9pp | 78.6%-52.7pp | 67.6%-41.8pp |
| Annual return | 12.80% | 16.73%-3.9pp | 69.97%-57.2pp | 35.62%-22.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,743 | $4,477-61.1% | $6,033-71.1% | $4,297-59.4% |
| Admin fee / account holder | $727 | $8,228-91.2% | $12,689-94.3% | $6,935-89.5% |