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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 | $48,477 | $65,364-25.8% | $92,909-47.8% | $72,975-33.6% |
| Participation rate | 48.8% | 68.3%-19.5pp | 76.0%-27.2pp | 69.5%-20.7pp |
| Annual return | 17.85% | 42.11%-24.3pp | 109.44%-91.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $853 | $2,594-67.1% | $3,653-76.7% | $2,440-65.1% |
| Participant deferral / active EE | $1,285 | $3,128-58.9% | $4,238-69.7% | $3,608-64.4% |
| Admin fee / account holder | $10,714 | $4,251+152.0% | $5,795+84.9% | $5,124+109.1% |