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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 | $46,426 | $63,082-26.4% | $81,726-43.2% | $79,856-41.9% |
| Participation rate | 24.0% | 67.5%-43.5pp | 72.0%-48.0pp | 69.6%-45.6pp |
| Annual return | 32.89% | 22.66%+10.2pp | 29.49%+3.4pp | 31.71%+1.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $62 | $2,780-97.8% | $7,108-99.1% | $3,741-98.3% |
| Admin fee / account holder | $2,241 | $4,428-49.4% | $5,160-56.6% | $5,306-57.8% |