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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 | $46,474 | $78,423-40.7% | $95,964-51.6% | $79,856-41.8% |
| Participation rate | 30.2% | 73.5%-43.3pp | 77.1%-46.9pp | 69.6%-39.5pp |
| Annual return | 18.37% | 19.37%-1.0pp | 91.64%-73.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $859 | $3,440-75.0% | $4,167-79.4% | $3,741-77.0% |
| Admin fee / account holder | $10,478 | $5,622+86.4% | $6,797+54.2% | $5,306+97.5% |