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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 | $49,264 | $51,083-3.6% | $70,548-30.2% | $71,495-31.1% |
| Participation rate | 21.9% | 59.4%-37.5pp | 68.3%-46.4pp | 67.9%-46.0pp |
| Annual return | 15.84% | 42.64%-26.8pp | 32.78%-16.9pp | 28.85%-13.0pp |
| Employer contribution / active EE | $375 | $1,791-79.1% | $2,975-87.4% | $2,589-85.5% |
| Participant deferral / active EE | $900 | $3,028-70.3% | $4,567-80.3% | $4,291-79.0% |
| Admin fee / account holder | $3,514 | $1,995+76.1% | $6,424-45.3% | $1,588+121.3% |