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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 | $47,048 | $91,559-48.6% | $133,971-64.9% | $79,852-41.1% |
| Participation rate | 42.4% | 73.3%-30.9pp | 79.8%-37.4pp | 69.6%-27.2pp |
| Annual return | 16.93% | 61.85%-44.9pp | 45.09%-28.2pp | 31.72%-14.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,513 | $3,734-59.5% | $5,047-70.0% | $3,740-59.6% |
| Admin fee / account holder | $551 | $6,321-91.3% | $8,929-93.8% | $5,306-89.6% |