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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 | $28,772 | $53,127-45.8% | $86,597-66.8% | $70,131-59.0% |
| Participation rate | 49.4% | 65.3%-16.0pp | 73.5%-24.2pp | 69.5%-20.2pp |
| Annual return | 13.20% | 27.66%-14.5pp | 964.96%-951.8pp | 73.14%-59.9pp |
| Employer contribution / active EE | $416 | $2,068-79.9% | $2,840-85.3% | $2,342-82.2% |
| Participant deferral / active EE | $631 | $2,696-76.6% | $3,609-82.5% | $3,332-81.1% |
| Admin fee / account holder | $12,241 | $3,585+241.4% | $4,906+149.5% | $4,645+163.5% |