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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 | $49,862 | $86,949-42.7% | $102,460-51.3% | $80,959-38.4% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 10.68% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $922 | $2,370-61.1% | $3,025-69.5% | $2,757-66.6% |
| Participant deferral / active EE | $1,726 | $4,121-58.1% | $5,056-65.9% | $4,300-59.9% |
| Admin fee / account holder | $33,969 | $8,048+322.1% | $9,460+259.1% | $6,925+390.5% |