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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 | $49,204 | $58,512-15.9% | $84,020-41.4% | $72,983-32.6% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 18.15% | 28.93%-10.8pp | 71.31%-53.2pp | 81.01%-62.9pp |
| Employer contribution / active EE | $2,385 | $1,163+105.1% | $1,984+20.2% | $2,440-2.2% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,448 | $4,569-24.5% | $6,101-43.5% | $5,124-32.7% |