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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 | $74,535-38.4% | $100,712-54.4% | $82,637-44.5% |
| Participation rate | 11.6% | 61.2%-49.5pp | 69.3%-57.6pp | 68.1%-56.4pp |
| Annual return | 21.23% | 18.92%+2.3pp | 33.27%-12.0pp | 53.51%-32.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $921 | $3,074-70.0% | $4,085-77.5% | $4,126-77.7% |
| Admin fee / account holder | $2,825 | $6,576-57.0% | $9,256-69.5% | $7,339-61.5% |