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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 | $60,443 | $101,950-40.7% | $125,529-51.8% | $86,983-30.5% |
| Participation rate | 42.3% | 70.2%-27.9pp | 74.7%-32.4pp | 69.5%-27.2pp |
| Annual return | 13.97% | 18.29%-4.3pp | 202.56%-188.6pp | 25.83%-11.9pp |
| Employer contribution / active EE | $987 | $2,358-58.1% | $3,058-67.7% | $2,584-61.8% |
| Participant deferral / active EE | $1,644 | $3,862-57.4% | $4,813-65.8% | $4,194-60.8% |
| Admin fee / account holder | $2,098 | $12,791-83.6% | $16,298-87.1% | $7,856-73.3% |