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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 | $51,149 | $76,371-33.0% | $93,621-45.4% | $72,976-29.9% |
| Participation rate | 48.1% | 71.8%-23.7pp | 75.8%-27.8pp | 69.5%-21.4pp |
| Annual return | 27.77% | 25.82%+2.0pp | 32.76%-5.0pp | 81.02%-53.2pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $746 | $3,538-78.9% | $4,070-81.7% | $3,608-79.3% |
| Admin fee / account holder | $19,115 | $6,839+179.5% | $7,890+142.3% | $5,124+273.0% |