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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 | $48,227 | $124,980-61.4% | $108,359-55.5% | $154,746-68.8% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 14.78% | 45.00%-30.2pp | 36.89%-22.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $611 | $4,743-87.1% | $4,137-85.2% | $6,730-90.9% |
| Admin fee / account holder | $4,820 | $11,502-58.1% | $9,741-50.5% | $14,365-66.4% |