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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 | $50,392 | $76,407-34.0% | $150,298-66.5% | $82,448-38.9% |
| Participation rate | 22.7% | 66.4%-43.7pp | 77.8%-55.0pp | 68.1%-45.3pp |
| Annual return | 14.60% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $869 | $2,614-66.8% | $4,154-79.1% | $2,551-66.0% |
| Participant deferral / active EE | $602 | $3,214-81.3% | $5,453-89.0% | $4,139-85.4% |
| Admin fee / account holder | $11,104 | $6,352+74.8% | $14,116-21.3% | $7,234+53.5% |