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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 | $47,280 | $72,486-34.8% | $87,103-45.7% | $72,976-35.2% |
| Participation rate | 25.7% | 72.8%-47.1pp | 76.9%-51.2pp | 69.5%-43.8pp |
| Annual return | 20.89% | 24.46%-3.6pp | 28.19%-7.3pp | 81.02%-60.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $868 | $3,270-73.5% | $4,049-78.6% | $3,608-75.9% |
| Admin fee / account holder | $5,276 | $5,055+4.4% | $7,491-29.6% | $5,124+3.0% |