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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 | $145,431-67.1% | $211,142-77.3% | $87,485-45.3% |
| Participation rate | 56.7% | 84.7%-28.0pp | 87.3%-30.6pp | 68.9%-12.2pp |
| Annual return | 23.07% | 27.21%-4.1pp | 46.84%-23.8pp | 26.06%-3.0pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,141 | $6,859-54.2% | $9,284-66.2% | $4,274-26.5% |
| Admin fee / account holder | $2,257 | $17,052-86.8% | $19,076-88.2% | $7,775-71.0% |