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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 | $28,122 | $81,276-65.4% | $155,574-81.9% | $80,925-65.2% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.7pp | 67.7%-13.1pp |
| Annual return | 11.74% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $719 | $3,103-76.8% | $4,676-84.6% | $2,756-73.9% |
| Participant deferral / active EE | $297 | $3,453-91.4% | $5,629-94.7% | $4,299-93.1% |
| Admin fee / account holder | $17,691 | $7,993+121.3% | $15,914+11.2% | $6,940+154.9% |