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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 | $66,947 | $46,877+42.8% | $122,354-45.3% | $70,124-4.5% |
| Participation rate | 21.1% | 58.2%-37.1pp | 71.6%-50.5pp | 69.5%-48.4pp |
| Annual return | 16.83% | 24.22%-7.4pp | 30.28%-13.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $301 | $1,288-76.7% | $4,051-92.6% | $2,342-87.2% |
| Participant deferral / active EE | $598 | $2,167-72.4% | $3,287-81.8% | $3,332-82.1% |
| Admin fee / account holder | $10,132 | $3,324+204.8% | $5,479+84.9% | $4,645+118.1% |