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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 | $51,994 | $83,898-38.0% | $133,346-61.0% | $94,015-44.7% |
| Participation rate | 19.4% | 63.4%-44.0pp | 72.8%-53.5pp | 70.8%-51.5pp |
| Annual return | 14.18% | 16.00%-1.8pp | 36.85%-22.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $552 | $1,821-69.7% | $2,853-80.6% | $2,790-80.2% |
| Participant deferral / active EE | $725 | $3,245-77.7% | $4,332-83.3% | $4,249-82.9% |
| Admin fee / account holder | $15,868 | $7,809+103.2% | $14,264+11.2% | $8,951+77.3% |