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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 | $26,851 | $81,233-66.9% | $155,567-82.7% | $80,874-66.8% |
| Participation rate | 59.3% | 66.2%-7.0pp | 78.2%-18.9pp | 67.6%-8.4pp |
| Annual return | 14.96% | 33.33%-18.4pp | 64.74%-49.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $815 | $3,101-73.7% | $4,674-82.6% | $2,756-70.4% |
| Participant deferral / active EE | $865 | $3,452-74.9% | $5,628-84.6% | $4,297-79.9% |
| Admin fee / account holder | $24,614 | $7,998+207.8% | $15,916+54.6% | $6,935+254.9% |