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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 | $50,790 | $82,879-38.7% | $96,576-47.4% | $67,986-25.3% |
| Participation rate | 43.5% | 75.2%-31.7pp | 81.4%-38.0pp | 57.2%-13.7pp |
| Annual return | 18.18% | 36.90%-18.7pp | 38.47%-20.3pp | 31.67%-13.5pp |
| Employer contribution / active EE | $831 | $2,727-69.5% | $3,553-76.6% | $2,019-58.8% |
| Participant deferral / active EE | $1,871 | $6,976-73.2% | $7,956-76.5% | $3,358-44.3% |
| Admin fee / account holder | $6,827 | $2,783+145.3% | $11,381-40.0% | $3,203+113.1% |