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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 | $49,663 | $106,749-53.5% | $145,433-65.9% | $82,448-39.8% |
| Participation rate | 44.2% | 75.6%-31.5pp | 82.1%-37.9pp | 68.1%-23.9pp |
| Annual return | 16.40% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $861 | $3,444-75.0% | $4,554-81.1% | $2,551-66.2% |
| Participant deferral / active EE | $2,213 | $6,519-66.0% | $7,897-72.0% | $4,139-46.5% |
| Admin fee / account holder | $21,646 | $8,390+158.0% | $13,129+64.9% | $7,234+199.2% |