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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 | $58,551 | $95,404-38.6% | $113,397-48.4% | $82,637-29.1% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 12.59% | 19.08%-6.5pp | 23.20%-10.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $746 | $2,307-67.7% | $2,977-74.9% | $2,552-70.8% |
| Participant deferral / active EE | $1,209 | $4,220-71.3% | $5,076-76.2% | $4,126-70.7% |
| Admin fee / account holder | $13,554 | $9,168+47.8% | $11,957+13.4% | $7,339+84.7% |