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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 | $83,342 | $97,550-14.6% | $120,344-30.7% | $87,485-4.7% |
| Participation rate | 46.9% | 72.8%-26.0pp | 76.7%-29.8pp | 68.9%-22.1pp |
| Annual return | 14.71% | 18.41%-3.7pp | 20.30%-5.6pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,060 | $2,291-53.7% | $3,020-64.9% | $2,596-59.2% |
| Participant deferral / active EE | $1,864 | $4,230-55.9% | $5,135-63.7% | $4,274-56.4% |
| Admin fee / account holder | $14,895 | $9,543+56.1% | $12,742+16.9% | $7,775+91.6% |