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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 | $74,538-31.9% | $92,805-45.3% | $65,306-22.2% |
| Participation rate | 43.5% | 76.3%-32.8pp | 83.5%-40.0pp | 57.7%-14.2pp |
| Annual return | 18.18% | 49.12%-30.9pp | 31.59%-13.4pp | 21.94%-3.8pp |
| Employer contribution / active EE | $831 | $2,362-64.8% | $3,424-75.7% | $1,967-57.8% |
| Participant deferral / active EE | $1,871 | $5,971-68.7% | $8,448-77.9% | $2,959-36.8% |
| Admin fee / account holder | $6,827 | $2,966+130.2% | $10,911-37.4% | $3,480+96.2% |