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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 | $53,188 | $93,598-43.2% | $135,974-60.9% | $75,173-29.2% |
| Participation rate | 45.2% | 75.2%-30.0pp | 81.9%-36.7pp | 67.2%-22.0pp |
| Annual return | 17.98% | 30.89%-12.9pp | 68.30%-50.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,900 | $6,405-70.3% | $7,760-75.5% | $4,126-54.0% |
| Admin fee / account holder | $10,086 | $6,978+44.5% | $10,767-6.3% | $5,651+78.5% |