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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 | $49,448 | $70,486-29.8% | $100,528-50.8% | $79,852-38.1% |
| Participation rate | 53.1% | 73.6%-20.5pp | 79.4%-26.3pp | 69.6%-16.5pp |
| Annual return | 20.63% | 21.90%-1.3pp | 30.90%-10.3pp | 31.72%-11.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $688 | $5,182-86.7% | $6,271-89.0% | $3,740-81.6% |
| Admin fee / account holder | $3,202 | $4,480-28.5% | $8,084-60.4% | $5,306-39.7% |