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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 | $36,383 | $86,949-58.2% | $102,460-64.5% | $80,959-55.1% |
| Participation rate | 46.9% | 72.4%-25.5pp | 76.5%-29.6pp | 67.7%-20.8pp |
| Annual return | 16.69% | 18.89%-2.2pp | 29.47%-12.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $3,195 | $2,370+34.8% | $3,025+5.6% | $2,757+15.9% |
| Participant deferral / active EE | $1,208 | $4,121-70.7% | $5,056-76.1% | $4,300-71.9% |
| Admin fee / account holder | $98,488 | $8,048+1123.8% | $9,460+941.1% | $6,925+1322.1% |