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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 | $61,980 | $65,041-4.7% | $90,965-31.9% | $79,858-22.4% |
| Participation rate | 8.1% | 61.6%-53.5pp | 69.0%-60.9pp | 69.6%-61.6pp |
| Annual return | 21.01% | 30.45%-9.4pp | 134.57%-113.6pp | 31.72%-10.7pp |
| Employer contribution / active EE | $330 | $1,247-73.6% | $2,122-84.5% | $2,471-86.7% |
| Participant deferral / active EE | $942 | $2,512-62.5% | $3,373-72.1% | $3,740-74.8% |
| Admin fee / account holder | $8,613 | $4,536+89.9% | $5,960+44.5% | $5,306+62.3% |