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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 | $44,450 | $56,894-21.9% | $84,753-47.6% | $62,881-29.3% |
| Participation rate | 21.9% | 68.5%-46.7pp | 76.6%-54.7pp | 69.3%-47.4pp |
| Annual return | 5.61% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $636 | $2,709-76.5% | $3,712-82.9% | $3,203-80.1% |
| Admin fee / account holder | $6,785 | $3,581+89.5% | $5,333+27.2% | $4,296+57.9% |