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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 | $46,206 | $87,834-47.4% | $133,975-65.5% | $62,881-26.5% |
| Participation rate | 44.7% | 83.4%-38.6pp | 87.1%-42.3pp | 69.3%-24.6pp |
| Annual return | 20.73% | 12.05%+8.7pp | 29.29%-8.6pp | 20.14%+0.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,443 | $4,812-70.0% | $6,282-77.0% | $3,203-54.9% |
| Admin fee / account holder | $10,707 | $5,372+99.3% | $9,324+14.8% | $4,296+149.3% |