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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 | $48,267 | $56,054-13.9% | $171,082-71.8% | $62,881-23.2% |
| Participation rate | 39.5% | 62.9%-23.4pp | 76.7%-37.2pp | 69.3%-29.8pp |
| Annual return | 5.94% | 22.52%-16.6pp | 32.56%-26.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $722 | $3,158-77.1% | $4,797-85.0% | $3,203-77.5% |
| Admin fee / account holder | $5,947 | $3,647+63.1% | $8,520-30.2% | $4,296+38.4% |