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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 | $50,019 | $73,787-32.2% | $98,716-49.3% | $82,448-39.3% |
| Participation rate | 28.6% | 61.4%-32.8pp | 69.3%-40.7pp | 68.1%-39.5pp |
| Annual return | 13.66% | 18.57%-4.9pp | 31.81%-18.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $399 | $1,511-73.6% | $2,279-82.5% | $2,551-84.4% |
| Participant deferral / active EE | $1,097 | $3,081-64.4% | $4,048-72.9% | $4,139-73.5% |
| Admin fee / account holder | $15,292 | $6,500+135.3% | $8,703+75.7% | $7,234+111.4% |