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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 | $49,488 | $52,306-5.4% | $69,779-29.1% | $62,881-21.3% |
| Participation rate | 11.6% | 67.2%-55.6pp | 71.8%-60.2pp | 69.3%-57.7pp |
| Annual return | 11.76% | 13.35%-1.6pp | 12.99%-1.2pp | 20.14%-8.4pp |
| Employer contribution / active EE | $343 | $1,799-80.9% | $2,338-85.3% | $2,281-84.9% |
| Participant deferral / active EE | $717 | $2,395-70.0% | $2,931-75.5% | $3,203-77.6% |
| Admin fee / account holder | $10,111 | $3,691+173.9% | $4,381+130.8% | $4,296+135.4% |