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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 | $43,686 | $43,344+0.8% | $59,899-27.1% | $64,173-31.9% |
| Participation rate | 46.9% | 69.2%-22.2pp | 74.7%-27.8pp | 69.6%-22.7pp |
| Annual return | 11.73% | -1.55%+13.3pp | 3.46%+8.3pp | 7.63%+4.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $705 | $2,547-72.3% | $3,402-79.3% | $3,470-79.7% |
| Admin fee / account holder | $2,682 | $3,008-10.8% | $3,592-25.3% | $4,887-45.1% |