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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 | $48,234 | $51,283-5.9% | $95,740-49.6% | $71,511-32.6% |
| Participation rate | 36.0% | 63.1%-27.1pp | 72.3%-36.3pp | 67.9%-32.0pp |
| Annual return | 15.85% | 25.25%-9.4pp | 28.41%-12.6pp | 28.86%-13.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,061 | $3,365-68.5% | $4,244-75.0% | $4,291-75.3% |
| Admin fee / account holder | $1,633 | $1,135+43.9% | $5,676-71.2% | $1,588+2.8% |