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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 | $45,776 | $84,953-46.1% | $163,379-72.0% | $82,637-44.6% |
| Participation rate | 29.8% | 65.9%-36.2pp | 76.8%-47.0pp | 68.1%-38.3pp |
| Annual return | 26.58% | 23.07%+3.5pp | 63.41%-36.8pp | 53.51%-26.9pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,292 | $4,326-70.1% | $6,282-79.4% | $4,126-68.7% |
| Admin fee / account holder | $15,519 | $7,921+95.9% | $9,818+58.1% | $7,339+111.5% |