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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 | $73,787-29.5% | $98,716-47.3% | $82,448-36.9% |
| Participation rate | 19.4% | 61.4%-42.1pp | 69.3%-49.9pp | 68.1%-48.7pp |
| Annual return | 14.18% | 18.57%-4.4pp | 31.81%-17.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $552 | $1,511-63.5% | $2,279-75.8% | $2,551-78.4% |
| Participant deferral / active EE | $725 | $3,081-76.5% | $4,048-82.1% | $4,139-82.5% |
| Admin fee / account holder | $15,868 | $6,500+144.1% | $8,703+82.3% | $7,234+119.3% |