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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 | $59,335 | $99,345-40.3% | $84,753-30.0% | $273,970-78.3% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 7.01% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $9,841 | $4,214+133.5% | $3,574+175.3% | $4,869+102.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,405 | $6,645-18.7% | $5,333+1.3% | $10,132-46.7% |