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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 | $114,712-52.0% | $173,730-68.3% | $87,485-37.1% |
| Participation rate | 20.0% | 73.0%-53.0pp | 79.6%-59.6pp | 68.9%-48.9pp |
| Annual return | 12.89% | 20.18%-7.3pp | 19.96%-7.1pp | 26.06%-13.2pp |
| Employer contribution / active EE | $844 | $2,904-71.0% | $4,577-81.6% | $2,596-67.5% |
| Participant deferral / active EE | $1,751 | $4,642-62.3% | $6,326-72.3% | $4,274-59.0% |
| Admin fee / account holder | $19,535 | $10,210+91.3% | $17,523+11.5% | $7,775+151.3% |