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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 | $49,024 | $65,246-24.9% | $98,716-50.3% | $67,986-27.9% |
| Participation rate | 12.4% | 51.4%-39.0pp | 69.3%-56.9pp | 57.2%-44.8pp |
| Annual return | 18.35% | 20.58%-2.2pp | 31.81%-13.5pp | 31.67%-13.3pp |
| Employer contribution / active EE | $1,409 | $1,042+35.2% | $2,279-38.2% | $2,019-30.2% |
| Participant deferral / active EE | $984 | $2,594-62.1% | $4,048-75.7% | $3,358-70.7% |
| Admin fee / account holder | $53,429 | $4,561+1071.5% | $8,703+513.9% | $3,203+1568.0% |