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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 | $43,420 | $51,096-15.0% | $100,712-56.9% | $71,012-38.9% |
| Participation rate | 18.5% | 47.0%-28.5pp | 69.3%-50.8pp | 58.6%-40.0pp |
| Annual return | 15.76% | 16.42%-0.7pp | 33.27%-17.5pp | 37.67%-21.9pp |
| Employer contribution / active EE | $409 | $1,127-63.7% | $2,313-82.3% | $2,348-82.6% |
| Participant deferral / active EE | $537 | $1,937-72.3% | $4,085-86.8% | $3,246-83.4% |
| Admin fee / account holder | $14,203 | $2,179+551.7% | $9,256+53.4% | $1,167+1116.9% |