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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 | $46,508 | $65,364-28.8% | $92,909-49.9% | $72,975-36.3% |
| Participation rate | 47.9% | 68.3%-20.4pp | 76.0%-28.1pp | 69.5%-21.6pp |
| Annual return | 17.94% | 42.11%-24.2pp | 109.44%-91.5pp | 81.01%-63.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,031 | $3,128-67.0% | $4,238-75.7% | $3,608-71.4% |
| Admin fee / account holder | $7,937 | $4,251+86.7% | $5,795+37.0% | $5,124+54.9% |