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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 | $49,489 | $78,707-37.1% | $117,861-58.0% | $70,126-29.4% |
| Participation rate | 20.6% | 73.2%-52.6pp | 79.7%-59.1pp | 69.5%-49.0pp |
| Annual return | 17.21% | 23.30%-6.1pp | 335.11%-317.9pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $613 | $3,297-81.4% | $4,482-86.3% | $3,332-81.6% |
| Admin fee / account holder | $8,347 | $5,066+64.8% | $8,021+4.1% | $4,645+79.7% |