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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 | $38,324 | $78,423-51.1% | $95,964-60.1% | $79,856-52.0% |
| Participation rate | 48.0% | 73.5%-25.5pp | 77.1%-29.1pp | 69.6%-21.6pp |
| Annual return | 14.23% | 19.37%-5.1pp | 91.64%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $749 | $1,945-61.5% | $2,541-70.5% | $2,471-69.7% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,490 | $5,622+51.0% | $6,797+24.9% | $5,306+60.0% |