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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 | $47,217 | $53,774-12.2% | $134,162-64.8% | $79,856-40.9% |
| Participation rate | 12.3% | 58.8%-46.5pp | 72.2%-59.9pp | 69.6%-57.3pp |
| Annual return | 20.38% | 19.01%+1.4pp | 36.35%-16.0pp | 31.71%-11.3pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $340 | $2,420-85.9% | $3,500-90.3% | $3,741-90.9% |
| Admin fee / account holder | $5,962 | $3,985+49.6% | $6,685-10.8% | $5,306+12.4% |