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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 | $43,537 | $89,367-51.3% | $141,191-69.2% | $72,975-40.3% |
| Participation rate | 40.7% | 75.1%-34.4pp | 82.5%-41.7pp | 69.5%-28.7pp |
| Annual return | 19.38% | 111.87%-92.5pp | 71.41%-52.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $1,354 | $3,115-56.5% | $4,736-71.4% | $2,440-44.5% |
| Participant deferral / active EE | $2,067 | $5,419-61.8% | $6,710-69.2% | $3,608-42.7% |
| Admin fee / account holder | $10,103 | $5,957+69.6% | $10,264-1.6% | $5,124+97.2% |