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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 | $44,456 | $89,367-50.3% | $141,191-68.5% | $72,975-39.1% |
| Participation rate | 31.2% | 75.1%-44.0pp | 82.5%-51.3pp | 69.5%-38.3pp |
| Annual return | 22.68% | 111.87%-89.2pp | 71.41%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $756 | $3,115-75.7% | $4,736-84.0% | $2,440-69.0% |
| Participant deferral / active EE | $1,673 | $5,419-69.1% | $6,710-75.1% | $3,608-53.6% |
| Admin fee / account holder | $11,666 | $5,957+95.9% | $10,264+13.7% | $5,124+127.7% |