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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 | $106,864-46.4% | $147,318-61.1% | $82,637-30.7% |
| Participation rate | 34.6% | 75.5%-40.9pp | 82.1%-47.4pp | 68.1%-33.4pp |
| Annual return | 14.38% | 27.49%-13.1pp | 70.43%-56.1pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,376 | $3,417-59.7% | $4,593-70.0% | $2,552-46.1% |
| Participant deferral / active EE | $1,809 | $6,496-72.1% | $7,906-77.1% | $4,126-56.2% |
| Admin fee / account holder | $23,354 | $8,415+177.5% | $13,708+70.4% | $7,339+218.2% |