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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 | $45,619 | $106,588-57.2% | $94,215-51.6% | $155,188-70.6% |
| Participation rate | 33.3% | 74.3%-40.9pp | 70.0%-36.6pp | 80.8%-47.5pp |
| Annual return | 15.16% | 29.39%-14.2pp | 28.22%-13.1pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,038 | $4,802-78.4% | $4,276-75.7% | $6,531-84.1% |
| Admin fee / account holder | $3,721 | $12,281-69.7% | $10,216-63.6% | $14,480-74.3% |