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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 | $45,878 | $73,787-37.8% | $98,716-53.5% | $82,448-44.4% |
| Participation rate | 11.6% | 61.4%-49.8pp | 69.3%-57.7pp | 68.1%-56.4pp |
| Annual return | 21.23% | 18.57%+2.7pp | 31.81%-10.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $921 | $3,081-70.1% | $4,048-77.3% | $4,139-77.8% |
| Admin fee / account holder | $2,825 | $6,500-56.5% | $8,703-67.5% | $7,234-61.0% |