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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 | $55,189 | $94,436-41.6% | $115,599-52.3% | $82,637-33.2% |
| Participation rate | 24.4% | 70.4%-46.1pp | 74.3%-49.9pp | 68.1%-43.7pp |
| Annual return | 19.14% | 18.37%+0.8pp | 111.10%-92.0pp | 53.51%-34.4pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,327 | $3,955-66.4% | $4,889-72.9% | $4,126-67.8% |
| Admin fee / account holder | $3,082 | $10,328-70.2% | $12,841-76.0% | $7,339-58.0% |