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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 | $46,454 | $73,955-37.2% | $96,520-51.9% | $75,181-38.2% |
| Participation rate | 26.1% | 66.4%-40.3pp | 74.3%-48.3pp | 67.2%-41.1pp |
| Annual return | 21.99% | 26.72%-4.7pp | 35.72%-13.7pp | 160.69%-138.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,411 | $3,659-61.4% | $4,879-71.1% | $4,126-65.8% |
| Admin fee / account holder | $558 | $5,217-89.3% | $6,733-91.7% | $5,650-90.1% |