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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 | $50,557 | $76,367-33.8% | $93,609-46.0% | $72,986-30.7% |
| Participation rate | 55.6% | 71.7%-16.2pp | 75.8%-20.3pp | 69.5%-13.9pp |
| Annual return | 18.25% | 25.82%-7.6pp | 32.76%-14.5pp | 81.01%-62.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $843 | $3,538-76.2% | $4,069-79.3% | $3,607-76.6% |
| Admin fee / account holder | $1,048 | $6,838-84.7% | $7,889-86.7% | $5,124-79.5% |