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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 | $61,227 | $76,407-19.9% | $150,298-59.3% | $82,448-25.7% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 14.17% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $611 | $2,614-76.6% | $4,154-85.3% | $2,551-76.0% |
| Participant deferral / active EE | $793 | $3,214-75.3% | $5,453-85.5% | $4,139-80.8% |
| Admin fee / account holder | $802 | $6,352-87.4% | $14,116-94.3% | $7,234-88.9% |