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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 | $61,197 | $106,864-42.7% | $147,318-58.5% | $82,637-25.9% |
| Participation rate | 38.9% | 75.5%-36.6pp | 82.1%-43.2pp | 68.1%-29.2pp |
| Annual return | 18.53% | 27.49%-9.0pp | 70.43%-51.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,596 | $3,417-53.3% | $4,593-65.2% | $2,552-37.5% |
| Participant deferral / active EE | $2,148 | $6,496-66.9% | $7,906-72.8% | $4,126-48.0% |
| Admin fee / account holder | $14,605 | $8,415+73.6% | $13,708+6.5% | $7,339+99.0% |