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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 | $74,042 | $76,642-3.4% | $146,866-49.6% | $65,306+13.4% |
| Participation rate | 11.6% | 61.2%-49.6pp | 82.5%-70.9pp | 57.7%-46.1pp |
| Annual return | 17.46% | 33.40%-15.9pp | 102.85%-85.4pp | 21.94%-4.5pp |
| Employer contribution / active EE | $163 | $2,621-93.8% | $4,425-96.3% | $1,967-91.7% |
| Participant deferral / active EE | $653 | $4,864-86.6% | $7,759-91.6% | $2,959-77.9% |
| Admin fee / account holder | $5,499 | $3,960+38.8% | $13,620-59.6% | $3,480+58.0% |