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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 | $43,758 | $86,949-49.7% | $102,460-57.3% | $80,959-46.0% |
| Participation rate | 48.3% | 72.4%-24.1pp | 76.5%-28.2pp | 67.7%-19.4pp |
| Annual return | 12.22% | 18.89%-6.7pp | 29.47%-17.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,000 | $4,121-75.7% | $5,056-80.2% | $4,300-76.7% |
| Admin fee / account holder | $17,441 | $8,048+116.7% | $9,460+84.4% | $6,925+151.8% |