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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 | $33,917 | $72,492-53.2% | $87,104-61.1% | $72,975-53.5% |
| Participation rate | 52.1% | 72.8%-20.7pp | 76.9%-24.8pp | 69.5%-17.4pp |
| Annual return | 17.29% | 24.46%-7.2pp | 28.19%-10.9pp | 81.01%-63.7pp |
| Employer contribution / active EE | $534 | $1,894-71.8% | $2,521-78.8% | $2,440-78.1% |
| Participant deferral / active EE | $1,453 | $3,270-55.6% | $4,048-64.1% | $3,608-59.7% |
| Admin fee / account holder | $9,924 | $5,055+96.3% | $7,491+32.5% | $5,124+93.7% |