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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 | $47,056 | $80,985-41.9% | $96,576-51.3% | $75,181-37.4% |
| Participation rate | 20.9% | 71.8%-50.9pp | 76.0%-55.0pp | 67.2%-46.3pp |
| Annual return | 17.84% | 27.05%-9.2pp | 25.87%-8.0pp | 160.69%-142.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $750 | $3,929-80.9% | $4,851-84.5% | $4,126-81.8% |
| Admin fee / account holder | $7,130 | $6,719+6.1% | $8,253-13.6% | $5,650+26.2% |