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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 | $38,898 | $72,273-46.2% | $101,275-61.6% | $79,856-51.3% |
| Participation rate | 22.2% | 68.5%-46.2pp | 75.8%-53.6pp | 69.6%-47.4pp |
| Annual return | 15.71% | 22.30%-6.6pp | 46.48%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,010 | $3,282-69.2% | $4,371-76.9% | $3,741-73.0% |
| Admin fee / account holder | $4,479 | $4,401+1.8% | $5,948-24.7% | $5,306-15.6% |