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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 | $47,895 | $79,955-40.1% | $98,450-51.4% | $75,181-36.3% |
| Participation rate | 27.4% | 70.4%-42.9pp | 75.2%-47.7pp | 67.2%-39.8pp |
| Annual return | 20.82% | 19.75%+1.1pp | 21.16%-0.3pp | 160.69%-139.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,421 | $3,752-62.1% | $4,739-70.0% | $4,126-65.6% |
| Admin fee / account holder | $12,060 | $6,841+76.3% | $8,961+34.6% | $5,650+113.4% |