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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 | $49,819 | $167,415-70.2% | $140,514-64.5% | $198,609-74.9% |
| Participation rate | 15.0% | 80.9%-65.9pp | 77.8%-62.8pp | 82.4%-67.4pp |
| Annual return | 14.11% | 13.85%+0.3pp | 14.36%-0.2pp | 202.70%-188.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $403 | $5,579-92.8% | $4,919-91.8% | $6,977-94.2% |
| Admin fee / account holder | $10,700 | $16,730-36.0% | $13,697-21.9% | $19,030-43.8% |