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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 | $58,956 | $101,795-42.1% | $165,100-64.3% | $80,959-27.2% |
| Participation rate | 30.0% | 71.8%-41.8pp | 78.6%-48.6pp | 67.7%-37.7pp |
| Annual return | 11.04% | 16.73%-5.7pp | 70.21%-59.2pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,824 | $4,476-59.2% | $6,035-69.8% | $4,300-57.6% |
| Admin fee / account holder | $473 | $8,221-94.3% | $12,696-96.3% | $6,925-93.2% |