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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 | $51,084 | $81,487-37.3% | $102,412-50.1% | $80,935-36.9% |
| Participation rate | 45.9% | 66.8%-20.9pp | 74.5%-28.6pp | 67.7%-21.7pp |
| Annual return | 13.30% | 25.60%-12.3pp | 24.94%-11.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,570 | $3,871-59.4% | $5,060-69.0% | $4,299-63.5% |
| Admin fee / account holder | $9,717 | $6,717+44.7% | $8,388+15.8% | $6,924+40.3% |