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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 | $55,282 | $62,086-11.0% | $90,259-38.8% | $64,340-14.1% |
| Participation rate | 27.8% | 53.9%-26.1pp | 70.7%-43.0pp | 55.2%-27.5pp |
| Annual return | 12.32% | 16.73%-4.4pp | 18.88%-6.6pp | 24.14%-11.8pp |
| Employer contribution / active EE | $441 | $1,883-76.6% | $2,291-80.8% | $1,862-76.3% |
| Participant deferral / active EE | $638 | $2,557-75.1% | $3,827-83.3% | $2,980-78.6% |
| Admin fee / account holder | $22,632 | $3,317+582.2% | $7,267+211.4% | $3,703+511.3% |