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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 | $50,192-13.5% | $108,359-59.9% | $64,728-32.9% |
| Participation rate | 18.5% | 41.8%-23.3pp | 70.1%-51.6pp | 57.9%-39.4pp |
| Annual return | 15.76% | 14.22%+1.5pp | 36.89%-21.1pp | 49.38%-33.6pp |
| Employer contribution / active EE | $409 | $1,117-63.4% | $2,399-83.0% | $2,243-81.8% |
| Participant deferral / active EE | $537 | $1,676-67.9% | $4,137-87.0% | $2,729-80.3% |
| Admin fee / account holder | $14,203 | $2,161+557.2% | $9,741+45.8% | $1,145+1140.3% |