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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 | $54,906 | $84,936-35.4% | $111,308-50.7% | $79,391-30.8% |
| Participation rate | 47.0% | 75.9%-28.9pp | 77.3%-30.4pp | 70.7%-23.8pp |
| Annual return | 14.82% | 17.45%-2.6pp | 54.67%-39.8pp | 116.88%-102.1pp |
| Employer contribution / active EE | $799 | $1,979-59.6% | $2,732-70.7% | $2,428-67.1% |
| Participant deferral / active EE | $1,742 | $3,888-55.2% | $4,487-61.2% | $4,046-56.9% |
| Admin fee / account holder | $7,895 | $537+1369.7% | $7,965-0.9% | $627+1160.1% |