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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 | $48,919 | $72,177-32.2% | $115,038-57.5% | $59,633-18.0% |
| Participation rate | 39.4% | 72.6%-33.2pp | 81.4%-42.0pp | 68.7%-29.3pp |
| Annual return | 0.79% | 12.02%-11.2pp | 26.14%-25.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,112 | $2,841-60.9% | $4,608-75.9% | $2,203-49.5% |
| Participant deferral / active EE | $1,899 | $4,783-60.3% | $6,026-68.5% | $3,192-40.5% |
| Admin fee / account holder | $10,355 | $4,927+110.2% | $8,175+26.7% | $4,297+141.0% |