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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 | $97,648-47.9% | $121,663-58.2% | $87,485-41.8% |
| Participation rate | 48.1% | 70.5%-22.3pp | 74.5%-26.3pp | 68.9%-20.8pp |
| Annual return | 13.42% | 18.03%-4.6pp | 147.54%-134.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,561 | $3,923-60.2% | $4,887-68.1% | $4,274-63.5% |
| Admin fee / account holder | $16,712 | $11,100+50.6% | $14,289+17.0% | $7,775+115.0% |