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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 | $74,535-30.2% | $100,712-48.4% | $82,637-37.1% |
| Participation rate | 19.4% | 61.2%-41.8pp | 69.3%-49.9pp | 68.1%-48.7pp |
| Annual return | 14.18% | 18.92%-4.7pp | 33.27%-19.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $552 | $1,503-63.3% | $2,313-76.1% | $2,552-78.4% |
| Participant deferral / active EE | $725 | $3,074-76.4% | $4,085-82.3% | $4,126-82.4% |
| Admin fee / account holder | $15,868 | $6,576+141.3% | $9,256+71.4% | $7,339+116.2% |