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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 | $48,389 | $66,275-27.0% | $163,379-70.4% | $64,097-24.5% |
| Participation rate | 27.3% | 54.1%-26.8pp | 76.8%-49.5pp | 55.2%-27.9pp |
| Annual return | 16.56% | 32.72%-16.2pp | 63.41%-46.8pp | 34.64%-18.1pp |
| Employer contribution / active EE | $423 | $1,521-72.2% | $3,752-88.7% | $1,891-77.6% |
| Participant deferral / active EE | $1,018 | $3,126-67.4% | $6,282-83.8% | $3,080-67.0% |
| Admin fee / account holder | $1,305 | $4,569-71.4% | $9,818-86.7% | $3,454-62.2% |