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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 | $47,891 | $86,938-44.9% | $102,423-53.2% | $80,925-40.8% |
| Participation rate | 33.3% | 72.4%-39.0pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 14.47% | 18.89%-4.4pp | 29.42%-15.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $874 | $2,369-63.1% | $3,023-71.1% | $2,756-68.3% |
| Participant deferral / active EE | $1,526 | $4,120-63.0% | $5,054-69.8% | $4,299-64.5% |
| Admin fee / account holder | $18,711 | $8,053+132.4% | $9,455+97.9% | $6,940+169.6% |