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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 | $42,413 | $94,436-55.1% | $115,599-63.3% | $82,637-48.7% |
| Participation rate | 53.4% | 70.4%-17.0pp | 74.3%-20.8pp | 68.1%-14.6pp |
| Annual return | 13.58% | 18.37%-4.8pp | 111.10%-97.5pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $978 | $3,955-75.3% | $4,889-80.0% | $4,126-76.3% |
| Admin fee / account holder | $8,457 | $10,328-18.1% | $12,841-34.1% | $7,339+15.2% |