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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 | $45,483 | $75,963-40.1% | $97,995-53.6% | $70,126-35.1% |
| Participation rate | 39.3% | 77.0%-37.7pp | 82.4%-43.1pp | 69.5%-30.3pp |
| Annual return | 21.06% | 19.26%+1.8pp | 23.94%-2.9pp | 73.15%-52.1pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $838 | $4,053-79.3% | $5,097-83.6% | $3,332-74.9% |
| Admin fee / account holder | $2,497 | $5,407-53.8% | $5,943-58.0% | $4,645-46.2% |