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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 | $134,450 | $124,330+8.1% | $109,173+23.2% | $167,536-19.7% |
| Participation rate | 27.3% | 79.5%-52.2pp | 75.9%-48.6pp | 82.1%-54.8pp |
| Annual return | 12.90% | 26.04%-13.1pp | 25.75%-12.9pp | 478.82%-465.9pp |
| Employer contribution / active EE | $867 | $4,209-79.4% | $3,723-76.7% | $4,839-82.1% |
| Participant deferral / active EE | $965 | $5,256-81.6% | $4,654-79.3% | $6,342-84.8% |
| Admin fee / account holder | $25,022 | $7,974+213.8% | $6,755+270.4% | $12,315+103.2% |