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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 | $50,448 | $58,851-14.3% | $115,170-56.2% | $72,975-30.9% |
| Participation rate | 17.9% | 65.5%-47.7pp | 75.9%-58.1pp | 69.5%-51.6pp |
| Annual return | 20.78% | 23.16%-2.4pp | 35.60%-14.8pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,269 | $1,798-29.4% | $3,179-60.1% | $2,440-48.0% |
| Participant deferral / active EE | $492 | $2,643-81.4% | $4,169-88.2% | $3,608-86.4% |
| Admin fee / account holder | $22,190 | $6,370+248.4% | $7,089+213.0% | $5,124+333.1% |