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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 | $76,834-32.3% | $108,359-52.0% | $87,485-40.6% |
| Participation rate | 19.4% | 61.7%-42.4pp | 70.1%-50.8pp | 68.9%-49.6pp |
| Annual return | 14.18% | 19.09%-4.9pp | 36.89%-22.7pp | 26.06%-11.9pp |
| Employer contribution / active EE | $552 | $1,556-64.5% | $2,399-77.0% | $2,596-78.7% |
| Participant deferral / active EE | $725 | $3,100-76.6% | $4,137-82.5% | $4,274-83.0% |
| Admin fee / account holder | $15,868 | $6,537+142.7% | $9,741+62.9% | $7,775+104.1% |