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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 | $45,368 | $106,749-57.5% | $145,433-68.8% | $82,448-45.0% |
| Participation rate | 28.1% | 75.6%-47.5pp | 82.1%-54.0pp | 68.1%-39.9pp |
| Annual return | 15.04% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,282 | $6,519-65.0% | $7,897-71.1% | $4,139-44.9% |
| Admin fee / account holder | $8,279 | $8,390-1.3% | $13,129-36.9% | $7,234+14.4% |