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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 | $63,558 | $81,476-22.0% | $102,383-37.9% | $80,925-21.5% |
| Participation rate | 41.9% | 66.8%-24.9pp | 74.5%-32.6pp | 67.7%-25.7pp |
| Annual return | 13.23% | 25.59%-12.4pp | 24.94%-11.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,936 | $3,105-5.4% | $3,870-24.1% | $2,756+6.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,806 | $6,717-58.2% | $8,391-66.6% | $6,940-59.6% |