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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 | $48,791 | $76,371-36.1% | $93,621-47.9% | $72,976-33.1% |
| Participation rate | 32.4% | 71.8%-39.4pp | 75.8%-43.5pp | 69.5%-37.1pp |
| Annual return | 22.50% | 25.82%-3.3pp | 32.76%-10.3pp | 81.02%-58.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,219 | $3,538-65.6% | $4,070-70.0% | $3,608-66.2% |
| Admin fee / account holder | $518 | $6,839-92.4% | $7,890-93.4% | $5,124-89.9% |