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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 | $62,016 | $93,598-33.7% | $135,974-54.4% | $75,173-17.5% |
| Participation rate | 34.8% | 75.2%-40.4pp | 81.9%-47.1pp | 67.2%-32.4pp |
| Annual return | 17.45% | 30.89%-13.4pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,178 | $6,405-66.0% | $7,760-71.9% | $4,126-47.2% |
| Admin fee / account holder | $2,513 | $6,978-64.0% | $10,767-76.7% | $5,651-55.5% |