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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 | $76,834-34.9% | $108,359-53.8% | $87,485-42.8% |
| Participation rate | 28.6% | 61.7%-33.2pp | 70.1%-41.6pp | 68.9%-40.4pp |
| Annual return | 13.66% | 19.09%-5.4pp | 36.89%-23.2pp | 26.06%-12.4pp |
| Employer contribution / active EE | $399 | $1,556-74.4% | $2,399-83.4% | $2,596-84.6% |
| Participant deferral / active EE | $1,097 | $3,100-64.6% | $4,137-73.5% | $4,274-74.3% |
| Admin fee / account holder | $15,292 | $6,537+133.9% | $9,741+57.0% | $7,775+96.7% |