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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 | $47,478 | $51,283-7.4% | $95,728-50.4% | $71,495-33.6% |
| Participation rate | 17.8% | 63.1%-45.2pp | 72.3%-54.4pp | 67.9%-50.1pp |
| Annual return | 16.88% | 25.25%-8.4pp | 28.40%-11.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,835-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $722 | $3,365-78.5% | $4,245-83.0% | $4,291-83.2% |
| Admin fee / account holder | $5,144 | $1,135+353.2% | $5,673-9.3% | $1,588+224.0% |