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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 | $44,877 | $142,972-68.6% | $214,702-79.1% | $86,983-48.4% |
| Participation rate | 41.3% | 84.9%-43.5pp | 87.5%-46.2pp | 69.5%-28.2pp |
| Annual return | 13.85% | 18.49%-4.6pp | 54.55%-40.7pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,562 | $4,635-66.3% | $6,461-75.8% | $2,584-39.6% |
| Participant deferral / active EE | $2,951 | $6,568-55.1% | $9,147-67.7% | $4,194-29.6% |
| Admin fee / account holder | $25,404 | $17,617+44.2% | $19,830+28.1% | $7,856+223.4% |