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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 | $27,848 | $81,446-65.8% | $103,374-73.1% | $80,874-65.6% |
| Participation rate | 48.0% | 66.9%-18.9pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 16.53% | 25.57%-9.0pp | 24.89%-8.4pp | 35.62%-19.1pp |
| Employer contribution / active EE | $1,345 | $3,107-56.7% | $3,869-65.2% | $2,756-51.2% |
| Participant deferral / active EE | $1,560 | $3,870-59.7% | $5,058-69.2% | $4,297-63.7% |
| Admin fee / account holder | $12,873 | $6,715+91.7% | $8,394+53.4% | $6,935+85.6% |