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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 | $48,040 | $62,688-23.4% | $178,528-73.1% | $77,714-38.2% |
| Participation rate | 17.4% | 66.9%-49.5pp | 77.1%-59.7pp | 70.6%-53.2pp |
| Annual return | 15.27% | 16.16%-0.9pp | 27.11%-11.8pp | 31.26%-16.0pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,950-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $879 | $4,224-79.2% | $6,278-86.0% | $4,649-81.1% |
| Admin fee / account holder | $1,692 | $386+338.2% | $10,419-83.8% | $433+290.6% |