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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 | $100,194-51.7% | $122,979-60.7% | $86,983-44.4% |
| Participation rate | 25.4% | 73.0%-47.6pp | 77.2%-51.8pp | 69.5%-44.2pp |
| Annual return | 13.02% | 16.47%-3.5pp | 20.12%-7.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $554 | $4,133-86.6% | $5,003-88.9% | $4,194-86.8% |
| Admin fee / account holder | $13,323 | $10,148+31.3% | $12,864+3.6% | $7,856+69.6% |