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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 | $43,909 | $56,894-22.8% | $84,753-48.2% | $62,881-30.2% |
| Participation rate | 40.7% | 68.5%-27.8pp | 76.6%-35.9pp | 69.3%-28.6pp |
| Annual return | 5.00% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $684 | $2,709-74.7% | $3,712-81.6% | $3,203-78.6% |
| Admin fee / account holder | $3,103 | $3,581-13.3% | $5,333-41.8% | $4,296-27.8% |