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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 | $46,101 | $114,712-59.8% | $173,730-73.5% | $87,485-47.3% |
| Participation rate | 8.6% | 73.0%-64.4pp | 79.6%-71.0pp | 68.9%-60.3pp |
| Annual return | 12.34% | 20.18%-7.8pp | 19.96%-7.6pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $551 | $4,642-88.1% | $6,326-91.3% | $4,274-87.1% |
| Admin fee / account holder | $8,486 | $10,210-16.9% | $17,523-51.6% | $7,775+9.2% |