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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 | $50,676 | $86,330-41.3% | $121,871-58.4% | $94,015-46.1% |
| Participation rate | 28.6% | 66.7%-38.1pp | 73.2%-44.6pp | 70.8%-42.2pp |
| Annual return | 29.97% | 14.95%+15.0pp | 13.57%+16.4pp | 17.84%+12.1pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $933 | $3,146-70.4% | $4,318-78.4% | $4,249-78.1% |
| Admin fee / account holder | $15,120 | $7,346+105.8% | $11,551+30.9% | $8,951+68.9% |