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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 | $48,546 | $147,594-67.1% | $121,871-60.2% | $198,609-75.6% |
| Participation rate | 15.4% | 78.0%-62.6pp | 73.2%-57.8pp | 82.4%-67.0pp |
| Annual return | 18.07% | 12.94%+5.1pp | 13.57%+4.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $871 | $5,168-83.1% | $4,318-79.8% | $6,977-87.5% |
| Admin fee / account holder | $513 | $15,134-96.6% | $11,551-95.6% | $19,030-97.3% |