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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 | $45,713 | $77,569-41.1% | $115,599-60.5% | $64,097-28.7% |
| Participation rate | 25.7% | 60.7%-34.9pp | 74.3%-48.5pp | 55.2%-29.5pp |
| Annual return | 15.21% | 18.52%-3.3pp | 111.10%-95.9pp | 34.64%-19.4pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,089 | $3,327-67.3% | $4,889-77.7% | $3,080-64.6% |
| Admin fee / account holder | $5,806 | $4,470+29.9% | $12,841-54.8% | $3,454+68.1% |