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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 | $18,472 | $81,262-77.3% | $155,602-88.1% | $80,911-77.2% |
| Participation rate | 22.2% | 66.2%-44.0pp | 78.2%-56.0pp | 67.6%-45.4pp |
| Annual return | 16.77% | 33.34%-16.6pp | 64.81%-48.0pp | 35.63%-18.9pp |
| Employer contribution / active EE | $559 | $3,102-82.0% | $4,675-88.1% | $2,756-79.7% |
| Participant deferral / active EE | $455 | $3,451-86.8% | $5,629-91.9% | $4,297-89.4% |
| Admin fee / account holder | $22,651 | $7,992+183.4% | $15,923+42.3% | $6,935+226.6% |