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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 | $84,458-39.9% | $102,184-50.3% | $64,340-21.1% |
| Participation rate | 43.5% | 74.2%-30.7pp | 82.6%-39.1pp | 55.2%-11.8pp |
| Annual return | 18.18% | 45.73%-27.6pp | 31.58%-13.4pp | 24.14%-6.0pp |
| Employer contribution / active EE | $831 | $2,412-65.5% | $3,594-76.9% | $1,862-55.4% |
| Participant deferral / active EE | $1,871 | $6,208-69.9% | $8,309-77.5% | $2,980-37.2% |
| Admin fee / account holder | $6,827 | $2,926+133.3% | $11,609-41.2% | $3,703+84.4% |