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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 | $56,027 | $114,013-50.9% | $103,693-46.0% | $155,188-63.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 9.81% | 49.31%-39.5pp | 47.61%-37.8pp | 148.84%-139.0pp |
| Employer contribution / active EE | $348 | $3,131-88.9% | $2,920-88.1% | $4,248-91.8% |
| Participant deferral / active EE | $420 | $4,970-91.5% | $4,579-90.8% | $6,531-93.6% |
| Admin fee / account holder | $118,684 | $8,407+1311.7% | $7,858+1410.3% | $14,480+719.7% |