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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 | $47,181 | $83,898-43.8% | $133,346-64.6% | $94,015-49.8% |
| Participation rate | 14.9% | 63.4%-48.5pp | 72.8%-58.0pp | 70.8%-55.9pp |
| Annual return | 11.99% | 16.00%-4.0pp | 36.85%-24.9pp | 17.84%-5.9pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,082 | $3,245-66.7% | $4,332-75.0% | $4,249-74.5% |
| Admin fee / account holder | $4,574 | $7,809-41.4% | $14,264-67.9% | $8,951-48.9% |