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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 | $50,939 | $87,060-41.5% | $105,591-51.8% | $80,911-37.0% |
| Participation rate | 33.9% | 70.4%-36.5pp | 75.3%-41.4pp | 67.6%-33.7pp |
| Annual return | 10.92% | 17.05%-6.1pp | 116.43%-105.5pp | 35.63%-24.7pp |
| Employer contribution / active EE | $869 | $2,396-63.7% | $3,166-72.6% | $2,756-68.5% |
| Participant deferral / active EE | $1,506 | $3,986-62.2% | $5,008-69.9% | $4,297-64.9% |
| Admin fee / account holder | $11,420 | $8,442+35.3% | $11,024+3.6% | $6,935+64.7% |