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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 | $47,827 | $167,415-71.4% | $140,514-66.0% | $198,609-75.9% |
| Participation rate | 44.4% | 80.9%-36.4pp | 77.8%-33.4pp | 82.4%-37.9pp |
| Annual return | 12.08% | 13.85%-1.8pp | 14.36%-2.3pp | 202.70%-190.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,516 | $5,579-72.8% | $4,919-69.2% | $6,977-78.3% |
| Admin fee / account holder | $7,286 | $16,730-56.5% | $13,697-46.8% | $19,030-61.7% |