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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 | $47,448 | $65,395-27.4% | $182,540-74.0% | $72,975-35.0% |
| Participation rate | 21.7% | 65.4%-43.8pp | 78.0%-56.3pp | 69.5%-47.8pp |
| Annual return | 20.70% | 27.68%-7.0pp | 148.58%-127.9pp | 81.01%-60.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,172 | $3,563-67.1% | $5,525-78.8% | $3,608-67.5% |
| Admin fee / account holder | $8,226 | $4,245+93.8% | $8,593-4.3% | $5,124+60.5% |