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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 | $42,841 | $90,509-52.7% | $78,693-45.6% | $273,968-84.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 5.63% | 75.61%-70.0pp | 62.18%-56.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $271 | $3,175-91.5% | $2,850-90.5% | $4,869-94.4% |
| Participant deferral / active EE | $271 | $3,901-93.1% | $3,517-92.3% | $5,287-94.9% |
| Admin fee / account holder | $8,940 | $5,264+69.8% | $4,511+98.2% | $10,132-11.8% |