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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 | $47,382 | $79,867-40.7% | $120,344-60.6% | $64,340-26.4% |
| Participation rate | 17.6% | 63.0%-45.3pp | 76.7%-59.1pp | 55.2%-37.6pp |
| Annual return | 18.17% | 21.10%-2.9pp | 20.30%-2.1pp | 24.14%-6.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $491 | $3,593-86.3% | $5,135-90.4% | $2,980-83.5% |
| Admin fee / account holder | $5,259 | $5,039+4.4% | $12,742-58.7% | $3,703+42.0% |