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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 | $58,049 | $91,559-36.6% | $133,978-56.7% | $79,856-27.3% |
| Participation rate | 42.4% | 73.3%-31.0pp | 79.8%-37.5pp | 69.6%-27.3pp |
| Annual return | 13.02% | 61.85%-48.8pp | 45.10%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $638 | $2,384-73.2% | $3,919-83.7% | $2,471-74.2% |
| Participant deferral / active EE | $944 | $3,734-74.7% | $5,047-81.3% | $3,741-74.8% |
| Admin fee / account holder | $10,983 | $6,321+73.7% | $8,930+23.0% | $5,306+107.0% |