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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 | $64,010-23.4% | $108,359-54.8% | $64,340-23.8% |
| Participation rate | 12.4% | 49.4%-36.9pp | 70.1%-57.7pp | 55.2%-42.8pp |
| Annual return | 18.35% | 19.74%-1.4pp | 36.89%-18.5pp | 24.14%-5.8pp |
| Employer contribution / active EE | $1,409 | $1,029+37.0% | $2,399-41.3% | $1,862-24.3% |
| Participant deferral / active EE | $984 | $2,395-58.9% | $4,137-76.2% | $2,980-67.0% |
| Admin fee / account holder | $53,429 | $4,885+993.8% | $9,741+448.5% | $3,703+1343.0% |