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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 | $47,024 | $77,816-39.6% | $123,552-61.9% | $64,173-26.7% |
| Participation rate | 48.6% | 74.7%-26.1pp | 82.3%-33.6pp | 69.6%-20.9pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $630 | $3,014-79.1% | $4,628-86.4% | $2,381-73.5% |
| Participant deferral / active EE | $1,437 | $5,240-72.6% | $6,426-77.6% | $3,470-58.6% |
| Admin fee / account holder | $7,606 | $5,519+37.8% | $9,285-18.1% | $4,887+55.6% |