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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 | $48,419 | $71,230-32.0% | $93,727-48.3% | $80,959-40.2% |
| Participation rate | 18.8% | 60.4%-41.6pp | 68.7%-50.0pp | 67.7%-48.9pp |
| Annual return | 15.21% | 11.26%+4.0pp | 133.83%-118.6pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $866 | $4,037-78.6% | $4,417-80.4% | $4,300-79.9% |
| Admin fee / account holder | $15,325 | $6,961+120.2% | $8,292+84.8% | $6,925+121.3% |