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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 | $81,504-65.8% | $102,437-72.8% | $80,959-65.6% |
| Participation rate | 48.0% | 66.9%-18.9pp | 74.5%-26.5pp | 67.7%-19.7pp |
| Annual return | 16.53% | 25.60%-9.1pp | 24.95%-8.4pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,345 | $3,104-56.7% | $3,871-65.3% | $2,757-51.2% |
| Participant deferral / active EE | $1,560 | $3,871-59.7% | $5,060-69.2% | $4,300-63.7% |
| Admin fee / account holder | $12,873 | $6,719+91.6% | $8,388+53.5% | $6,925+85.9% |