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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 | $57,283 | $106,524-46.2% | $152,301-62.4% | $87,485-34.5% |
| Participation rate | 34.6% | 75.8%-41.1pp | 82.4%-47.8pp | 68.9%-34.3pp |
| Annual return | 14.38% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,376 | $3,371-59.2% | $4,624-70.2% | $2,596-47.0% |
| Participant deferral / active EE | $1,809 | $6,525-72.3% | $8,004-77.4% | $4,274-57.7% |
| Admin fee / account holder | $23,354 | $8,287+181.8% | $14,398+62.2% | $7,775+200.4% |