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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 | $48,174 | $76,407-37.0% | $150,298-67.9% | $82,448-41.6% |
| Participation rate | 27.7% | 66.4%-38.7pp | 77.8%-50.0pp | 68.1%-40.4pp |
| Annual return | 14.39% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $492 | $2,614-81.2% | $4,154-88.2% | $2,551-80.7% |
| Participant deferral / active EE | $753 | $3,214-76.6% | $5,453-86.2% | $4,139-81.8% |
| Admin fee / account holder | $6,384 | $6,352+0.5% | $14,116-54.8% | $7,234-11.8% |