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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 | $50,913 | $94,031-45.9% | $115,768-56.0% | $82,448-38.2% |
| Participation rate | 48.1% | 70.4%-22.3pp | 74.4%-26.2pp | 68.1%-19.9pp |
| Annual return | 13.42% | 20.61%-7.2pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,561 | $3,972-60.7% | $4,917-68.2% | $4,139-62.3% |
| Admin fee / account holder | $16,712 | $10,249+63.1% | $12,439+34.3% | $7,234+131.0% |