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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 | $48,370 | $95,453-49.3% | $112,040-56.8% | $82,448-41.3% |
| Participation rate | 25.4% | 72.8%-47.4pp | 76.5%-51.1pp | 68.1%-42.7pp |
| Annual return | 13.02% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $554 | $4,224-86.9% | $5,098-89.1% | $4,139-86.6% |
| Admin fee / account holder | $13,323 | $9,013+47.8% | $12,098+10.1% | $7,234+84.2% |