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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 | $54,353 | $73,955-26.5% | $96,520-43.7% | $75,181-27.7% |
| Participation rate | 38.1% | 66.4%-28.3pp | 74.3%-36.2pp | 67.2%-29.1pp |
| Annual return | 13.56% | 26.72%-13.2pp | 35.72%-22.2pp | 160.69%-147.1pp |
| Employer contribution / active EE | $1,493 | $2,930-49.0% | $3,739-60.1% | $2,671-44.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,903 | $5,217-44.4% | $6,733-56.9% | $5,650-48.6% |