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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 | $55,005 | $108,825-49.5% | $156,181-64.8% | $82,448-33.3% |
| Participation rate | 20.0% | 72.4%-52.4pp | 78.8%-58.8pp | 68.1%-48.1pp |
| Annual return | 12.89% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $844 | $2,870-70.6% | $4,294-80.4% | $2,551-66.9% |
| Participant deferral / active EE | $1,751 | $4,577-61.7% | $6,132-71.4% | $4,139-57.7% |
| Admin fee / account holder | $19,535 | $9,341+109.1% | $14,586+33.9% | $7,234+170.0% |