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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 | $86,940-49.1% | $102,434-56.8% | $80,935-45.3% |
| Participation rate | 32.9% | 72.4%-39.5pp | 76.5%-43.6pp | 67.7%-34.8pp |
| Annual return | 13.81% | 18.89%-5.1pp | 29.46%-15.6pp | 35.66%-21.9pp |
| Employer contribution / active EE | $806 | $2,370-66.0% | $3,023-73.3% | $2,757-70.8% |
| Participant deferral / active EE | $1,324 | $4,121-67.9% | $5,055-73.8% | $4,299-69.2% |
| Admin fee / account holder | $12,755 | $8,047+58.5% | $9,462+34.8% | $6,924+84.2% |