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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 | $61,994 | $50,902+21.8% | $155,534-60.1% | $77,736-20.3% |
| Participation rate | 23.2% | 63.1%-39.9pp | 78.2%-55.1pp | 70.6%-47.4pp |
| Annual return | 15.30% | 34.85%-19.5pp | 64.92%-49.6pp | 31.26%-16.0pp |
| Employer contribution / active EE | $387 | $1,991-80.6% | $4,675-91.7% | $2,728-85.8% |
| Participant deferral / active EE | $724 | $2,824-74.4% | $5,630-87.1% | $4,651-84.4% |
| Admin fee / account holder | $5,670 | $437+1197.6% | $15,900-64.3% | $433+1208.6% |