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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 | $48,433 | $135,905-64.4% | $126,068-61.6% | $198,609-75.6% |
| Participation rate | 33.3% | 85.6%-52.3pp | 84.7%-51.4pp | 82.4%-49.0pp |
| Annual return | 11.47% | 14.07%-2.6pp | 15.01%-3.5pp | 202.70%-191.2pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $517 | $8,523-93.9% | $8,214-93.7% | $6,977-92.6% |
| Admin fee / account holder | $48,482 | $21,036+130.5% | $18,264+165.5% | $19,030+154.8% |