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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 | $46,849 | $43,749+7.1% | $158,223-70.4% | $65,306-28.3% |
| Participation rate | 17.3% | 56.9%-39.6pp | 79.2%-61.9pp | 57.7%-40.4pp |
| Annual return | 15.36% | 19.41%-4.1pp | 52.09%-36.7pp | 21.94%-6.6pp |
| Employer contribution / active EE | $311 | $1,497-79.2% | $4,109-92.4% | $1,967-84.2% |
| Participant deferral / active EE | $705 | $2,019-65.1% | $5,467-87.1% | $2,959-76.2% |
| Admin fee / account holder | $4,782 | $1,930+147.8% | $16,047-70.2% | $3,480+37.4% |