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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 | $106,524-53.4% | $152,301-67.4% | $87,485-43.2% |
| Participation rate | 44.2% | 75.8%-31.6pp | 82.4%-38.3pp | 68.9%-24.7pp |
| Annual return | 16.40% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $861 | $3,371-74.4% | $4,624-81.4% | $2,596-66.8% |
| Participant deferral / active EE | $2,213 | $6,525-66.1% | $8,004-72.3% | $4,274-48.2% |
| Admin fee / account holder | $21,646 | $8,287+161.2% | $14,398+50.3% | $7,775+178.4% |