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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 | $46,253 | $58,493-20.9% | $84,023-45.0% | $72,976-36.6% |
| Participation rate | 20.0% | 61.2%-41.2pp | 69.0%-49.0pp | 69.5%-49.5pp |
| Annual return | 23.89% | 28.93%-5.0pp | 71.32%-47.4pp | 81.02%-57.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $700 | $2,394-70.8% | $3,239-78.4% | $3,608-80.6% |
| Admin fee / account holder | $1,764 | $4,569-61.4% | $6,102-71.1% | $5,124-65.6% |