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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 | $61,440 | $104,251-41.1% | $91,004-32.5% | $147,586-58.4% |
| Participation rate | 36.4% | 78.2%-41.9pp | 75.6%-39.2pp | 82.8%-46.5pp |
| Annual return | 9.01% | 27.06%-18.1pp | 4.60%+4.4pp | 578.59%-569.6pp |
| Employer contribution / active EE | $703 | $3,116-77.4% | $2,456-71.4% | $4,876-85.6% |
| Participant deferral / active EE | $1,055 | $4,195-74.8% | $3,548-70.3% | $5,439-80.6% |
| Admin fee / account holder | $128,682 | $8,948+1338.1% | $5,417+2275.3% | $10,886+1082.1% |