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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 | $44,248 | $86,919-49.1% | $102,457-56.8% | $80,911-45.3% |
| Participation rate | 32.9% | 72.4%-39.5pp | 76.5%-43.6pp | 67.6%-34.8pp |
| Annual return | 13.81% | 18.90%-5.1pp | 29.41%-15.6pp | 35.63%-21.8pp |
| Employer contribution / active EE | $806 | $2,368-66.0% | $3,022-73.3% | $2,756-70.8% |
| Participant deferral / active EE | $1,324 | $4,119-67.9% | $5,054-73.8% | $4,297-69.2% |
| Admin fee / account holder | $12,755 | $8,049+58.5% | $9,451+35.0% | $6,935+83.9% |