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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 | $44,859 | $45,050-0.4% | $63,018-28.8% | $70,126-36.0% |
| Participation rate | 12.8% | 69.5%-56.7pp | 74.8%-62.0pp | 69.5%-56.8pp |
| Annual return | 12.07% | 18.76%-6.7pp | 87.62%-75.6pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $451 | $2,466-81.7% | $3,330-86.5% | $3,332-86.5% |
| Admin fee / account holder | $1,213 | $2,834-57.2% | $3,601-66.3% | $4,645-73.9% |