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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 | $86,938-42.6% | $102,423-51.3% | $80,925-38.4% |
| Participation rate | 33.3% | 72.4%-39.0pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 10.68% | 18.89%-8.2pp | 29.42%-18.7pp | 35.65%-25.0pp |
| Employer contribution / active EE | $922 | $2,369-61.1% | $3,023-69.5% | $2,756-66.5% |
| Participant deferral / active EE | $1,726 | $4,120-58.1% | $5,054-65.8% | $4,299-59.8% |
| Admin fee / account holder | $33,969 | $8,053+321.8% | $9,455+259.3% | $6,940+389.5% |