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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 | $54,523 | $98,766-44.8% | $149,730-63.6% | $79,852-31.7% |
| Participation rate | 59.2% | 75.8%-16.6pp | 82.5%-23.3pp | 69.6%-10.5pp |
| Annual return | 16.27% | 27.43%-11.2pp | 276.70%-260.4pp | 31.72%-15.4pp |
| Employer contribution / active EE | $606 | $3,217-81.2% | $4,645-87.0% | $2,471-75.5% |
| Participant deferral / active EE | $1,243 | $5,681-78.1% | $6,843-81.8% | $3,740-66.8% |
| Admin fee / account holder | $14,361 | $6,052+137.3% | $9,310+54.2% | $5,306+170.6% |