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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 | $48,613 | $55,713-12.7% | $75,901-36.0% | $72,975-33.4% |
| Participation rate | 36.8% | 61.1%-24.3pp | 69.3%-32.4pp | 69.5%-32.6pp |
| Annual return | 16.80% | 27.60%-10.8pp | 30.76%-14.0pp | 81.01%-64.2pp |
| Employer contribution / active EE | $587 | $1,687-65.2% | $2,501-76.5% | $2,440-76.0% |
| Participant deferral / active EE | $771 | $2,634-70.7% | $3,603-78.6% | $3,608-78.6% |
| Admin fee / account holder | $9,948 | $3,980+149.9% | $5,420+83.5% | $5,124+94.2% |