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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 | $40,019 | $70,418-43.2% | $96,570-58.6% | $85,847-53.4% |
| Participation rate | 54.3% | 61.8%-7.5pp | 69.8%-15.5pp | 69.3%-15.0pp |
| Annual return | 14.44% | 18.59%-4.2pp | 37.79%-23.4pp | 318.61%-304.2pp |
| Employer contribution / active EE | $377 | $1,413-73.3% | $2,357-84.0% | $2,565-85.3% |
| Participant deferral / active EE | $1,215 | $2,894-58.0% | $3,849-68.4% | $3,952-69.2% |
| Admin fee / account holder | $5,369 | $4,995+7.5% | $6,182-13.2% | $6,261-14.2% |