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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 | $47,895 | $146,267-67.3% | $197,124-75.7% | $82,448-41.9% |
| Participation rate | 56.7% | 84.0%-27.3pp | 86.7%-30.0pp | 68.1%-11.4pp |
| Annual return | 23.07% | 29.61%-6.5pp | 44.34%-21.3pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,141 | $7,035-55.4% | $9,135-65.6% | $4,139-24.1% |
| Admin fee / account holder | $2,257 | $14,422-84.3% | $16,298-86.1% | $7,234-68.8% |