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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 | $52,206 | $69,477-24.9% | $94,679-44.9% | $71,495-27.0% |
| Participation rate | 41.9% | 78.4%-36.5pp | 80.8%-38.9pp | 67.9%-26.0pp |
| Annual return | 17.41% | 29.66%-12.3pp | 156.75%-139.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,707 | $2,853-40.2% | $3,673-53.5% | $2,589-34.1% |
| Participant deferral / active EE | $2,573 | $7,345-65.0% | $7,417-65.3% | $4,291-40.0% |
| Admin fee / account holder | $7,499 | $1,210+519.9% | $7,233+3.7% | $1,588+372.3% |