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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 | $42,787 | $97,550-56.1% | $120,344-64.4% | $87,485-51.1% |
| Participation rate | 58.2% | 72.8%-14.6pp | 76.7%-18.5pp | 68.9%-10.7pp |
| Annual return | 11.98% | 18.41%-6.4pp | 20.30%-8.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,018 | $2,291-11.9% | $3,020-33.2% | $2,596-22.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,435 | $9,543+40.8% | $12,742+5.4% | $7,775+72.8% |