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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 | $62,990 | $78,690-20.0% | $161,489-61.0% | $87,485-28.0% |
| Participation rate | 22.4% | 67.5%-45.0pp | 78.7%-56.2pp | 68.9%-46.5pp |
| Annual return | 15.19% | 32.74%-17.6pp | 89.72%-74.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $357 | $2,588-86.2% | $4,268-91.6% | $2,596-86.2% |
| Participant deferral / active EE | $905 | $3,311-72.7% | $5,630-83.9% | $4,274-78.8% |
| Admin fee / account holder | $8,239 | $6,724+22.5% | $16,006-48.5% | $7,775+6.0% |