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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 | $30,792 | $64,501-52.3% | $108,753-71.7% | $65,306-52.9% |
| Participation rate | 48.8% | 50.8%-2.0pp | 71.1%-22.3pp | 57.7%-8.9pp |
| Annual return | 11.26% | 21.09%-9.8pp | 37.47%-26.2pp | 21.94%-10.7pp |
| Employer contribution / active EE | $1,691 | $1,069+58.1% | $2,427-30.3% | $1,967-14.1% |
| Participant deferral / active EE | $0 | $2,401-100.0% | $4,115-100.0% | $2,959-100.0% |
| Admin fee / account holder | $1,681 | $4,971-66.2% | $10,320-83.7% | $3,480-51.7% |