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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 | $48,591 | $101,798-52.3% | $165,071-70.6% | $80,935-40.0% |
| Participation rate | 37.8% | 71.8%-34.1pp | 78.6%-40.8pp | 67.7%-29.9pp |
| Annual return | 10.99% | 16.73%-5.7pp | 70.17%-59.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $505 | $4,476-88.7% | $6,035-91.6% | $4,299-88.3% |
| Admin fee / account holder | $11,566 | $8,221+40.7% | $12,695-8.9% | $6,924+67.0% |