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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 | $81,276-67.0% | $155,574-82.7% | $80,925-66.8% |
| Participation rate | 59.3% | 66.2%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 14.96% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $815 | $3,103-73.7% | $4,676-82.6% | $2,756-70.4% |
| Participant deferral / active EE | $865 | $3,453-75.0% | $5,629-84.6% | $4,299-79.9% |
| Admin fee / account holder | $24,614 | $7,993+207.9% | $15,914+54.7% | $6,940+254.7% |