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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 | $45,112 | $87,465-48.4% | $122,979-63.3% | $65,306-30.9% |
| Participation rate | 24.4% | 66.0%-41.6pp | 77.2%-52.8pp | 57.7%-33.3pp |
| Annual return | 15.02% | 19.76%-4.7pp | 20.12%-5.1pp | 21.94%-6.9pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,062-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $897 | $3,705-75.8% | $5,003-82.1% | $2,959-69.7% |
| Admin fee / account holder | $4,740 | $5,100-7.1% | $12,864-63.2% | $3,480+36.2% |