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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 | $103,164-52.9% | $90,259-46.2% | $154,746-68.6% |
| Participation rate | 15.4% | 76.1%-60.7pp | 70.7%-55.4pp | 80.7%-65.3pp |
| Annual return | 18.07% | 19.25%-1.2pp | 18.88%-0.8pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $871 | $4,422-80.3% | $3,827-77.2% | $6,730-87.1% |
| Admin fee / account holder | $513 | $8,593-94.0% | $7,267-92.9% | $14,365-96.4% |