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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 | $29,403 | $84,236-65.1% | $170,435-82.7% | $70,126-58.1% |
| Participation rate | 41.9% | 70.8%-29.0pp | 83.6%-41.7pp | 69.5%-27.7pp |
| Annual return | 14.63% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $726 | $3,387-78.6% | $5,432-86.6% | $2,343-69.0% |
| Participant deferral / active EE | $827 | $3,086-73.2% | $4,939-83.3% | $3,332-75.2% |
| Admin fee / account holder | $8,967 | $5,698+57.4% | $13,881-35.4% | $4,645+93.0% |