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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 | $48,374 | $90,486-46.5% | $78,676-38.5% | $273,972-82.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 7.74% | 75.62%-67.9pp | 62.19%-54.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,771 | $3,175-12.7% | $2,850-2.8% | $4,869-43.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,536 | $5,263+100.2% | $4,510+133.6% | $10,133+4.0% |