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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 | $44,943 | $76,407-41.2% | $150,298-70.1% | $82,448-45.5% |
| Participation rate | 25.9% | 66.4%-40.5pp | 77.8%-51.8pp | 68.1%-42.1pp |
| Annual return | 17.68% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $518 | $2,614-80.2% | $4,154-87.5% | $2,551-79.7% |
| Participant deferral / active EE | $830 | $3,214-74.2% | $5,453-84.8% | $4,139-79.9% |
| Admin fee / account holder | $6,985 | $6,352+10.0% | $14,116-50.5% | $7,234-3.4% |