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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 | $59,062 | $65,041-9.2% | $90,965-35.1% | $79,858-26.0% |
| Participation rate | 24.2% | 61.6%-37.4pp | 69.0%-44.8pp | 69.6%-45.4pp |
| Annual return | 11.01% | 30.45%-19.4pp | 134.57%-123.6pp | 31.72%-20.7pp |
| Employer contribution / active EE | $281 | $1,247-77.5% | $2,122-86.7% | $2,471-88.6% |
| Participant deferral / active EE | $567 | $2,512-77.4% | $3,373-83.2% | $3,740-84.8% |
| Admin fee / account holder | $1,901 | $4,536-58.1% | $5,960-68.1% | $5,306-64.2% |