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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 | $49,141 | $77,569-36.6% | $115,599-57.5% | $64,097-23.3% |
| Participation rate | 19.3% | 60.7%-41.4pp | 74.3%-55.0pp | 55.2%-35.9pp |
| Annual return | 14.81% | 18.52%-3.7pp | 111.10%-96.3pp | 34.64%-19.8pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $654 | $3,327-80.3% | $4,889-86.6% | $3,080-78.8% |
| Admin fee / account holder | $3,232 | $4,470-27.7% | $12,841-74.8% | $3,454-6.5% |