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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 | $53,005 | $64,324-17.6% | $118,946-55.4% | $79,858-33.6% |
| Participation rate | 46.9% | 64.9%-17.9pp | 75.4%-28.5pp | 69.6%-22.7pp |
| Annual return | 14.72% | 86.45%-71.7pp | 35.89%-21.2pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $687 | $2,824-75.7% | $4,266-83.9% | $3,740-81.6% |
| Admin fee / account holder | $1,429 | $4,040-64.6% | $6,581-78.3% | $5,306-73.1% |