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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 | $51,169-15.1% | $108,753-60.1% | $65,191-33.4% |
| Participation rate | 18.5% | 47.1%-28.6pp | 71.1%-52.6pp | 63.0%-44.5pp |
| Annual return | 15.76% | 15.72%0pp | 37.47%-21.7pp | 51.24%-35.5pp |
| Employer contribution / active EE | $409 | $1,535-73.3% | $2,427-83.1% | $2,400-83.0% |
| Participant deferral / active EE | $537 | $1,765-69.5% | $4,115-86.9% | $2,671-79.9% |
| Admin fee / account holder | $14,203 | $1,722+724.6% | $10,320+37.6% | $907+1466.0% |