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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 | $52,598 | $97,550-46.1% | $120,344-56.3% | $87,485-39.9% |
| Participation rate | 43.9% | 72.8%-28.9pp | 76.7%-32.8pp | 68.9%-25.0pp |
| Annual return | 13.19% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.9pp |
| Employer contribution / active EE | $822 | $2,291-64.1% | $3,020-72.8% | $2,596-68.3% |
| Participant deferral / active EE | $1,942 | $4,230-54.1% | $5,135-62.2% | $4,274-54.6% |
| Admin fee / account holder | $13,586 | $9,543+42.4% | $12,742+6.6% | $7,775+74.7% |