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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 | $45,368 | $106,524-57.4% | $152,301-70.2% | $87,485-48.1% |
| Participation rate | 28.1% | 75.8%-47.6pp | 82.4%-54.3pp | 68.9%-40.8pp |
| Annual return | 15.04% | 26.89%-11.8pp | 80.50%-65.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,282 | $6,525-65.0% | $8,004-71.5% | $4,274-46.6% |
| Admin fee / account holder | $8,279 | $8,287-0.1% | $14,398-42.5% | $7,775+6.5% |