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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 | $78,690-42.9% | $161,489-72.2% | $87,485-48.6% |
| Participation rate | 25.9% | 67.5%-41.5pp | 78.7%-52.8pp | 68.9%-43.0pp |
| Annual return | 17.68% | 32.74%-15.1pp | 89.72%-72.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $518 | $2,588-80.0% | $4,268-87.9% | $2,596-80.0% |
| Participant deferral / active EE | $830 | $3,311-74.9% | $5,630-85.3% | $4,274-80.6% |
| Admin fee / account holder | $6,985 | $6,724+3.9% | $16,006-56.4% | $7,775-10.2% |