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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 | $49,099 | $80,332-38.9% | $107,187-54.2% | $64,097-23.4% |
| Participation rate | 24.0% | 54.4%-30.4pp | 75.0%-51.0pp | 55.2%-31.2pp |
| Annual return | 19.03% | 24.26%-5.2pp | 204.55%-185.5pp | 34.64%-15.6pp |
| Employer contribution / active EE | $628 | $2,501-74.9% | $3,782-83.4% | $1,891-66.8% |
| Participant deferral / active EE | $1,109 | $3,109-64.3% | $5,096-78.2% | $3,080-64.0% |
| Admin fee / account holder | $6,556 | $4,314+52.0% | $9,162-28.4% | $3,454+89.8% |