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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 | $85,515-44.6% | $112,040-57.7% | $67,986-30.3% |
| Participation rate | 17.6% | 68.2%-50.6pp | 76.5%-58.8pp | 57.2%-39.6pp |
| Annual return | 18.17% | 29.68%-11.5pp | 24.52%-6.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $491 | $4,014-87.8% | $5,098-90.4% | $3,358-85.4% |
| Admin fee / account holder | $5,259 | $3,774+39.4% | $12,098-56.5% | $3,203+64.2% |