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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 | $44,261 | $49,255-10.1% | $70,494-37.2% | $79,856-44.6% |
| Participation rate | 21.0% | 69.2%-48.2pp | 75.1%-54.1pp | 69.6%-48.7pp |
| Annual return | 12.63% | 30.10%-17.5pp | 109.16%-96.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $812 | $2,768-70.7% | $3,711-78.1% | $3,741-78.3% |
| Admin fee / account holder | $2,319 | $2,879-19.4% | $3,848-39.7% | $5,306-56.3% |