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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 | $41,357 | $86,332-52.1% | $125,180-67.0% | $65,185-36.6% |
| Participation rate | 24.1% | 75.3%-51.2pp | 79.8%-55.7pp | 70.2%-46.1pp |
| Annual return | 27.40% | 27.43%0pp | 43.79%-16.4pp | 29.38%-2.0pp |
| Employer contribution / active EE | $701 | $2,040-65.6% | $3,866-81.9% | $2,177-67.8% |
| Participant deferral / active EE | $1,125 | $3,537-68.2% | $4,937-77.2% | $3,514-68.0% |
| Admin fee / account holder | $16,281 | $609+2572.6% | $9,703+67.8% | $847+1821.8% |