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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 | $66,009 | $84,236-21.6% | $170,439-61.3% | $70,124-5.9% |
| Participation rate | 26.3% | 70.8%-44.6pp | 83.6%-57.3pp | 69.5%-43.3pp |
| Annual return | 14.89% | 23.06%-8.2pp | 205.94%-191.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $492 | $3,387-85.5% | $5,433-90.9% | $2,342-79.0% |
| Participant deferral / active EE | $707 | $3,086-77.1% | $4,939-85.7% | $3,332-78.8% |
| Admin fee / account holder | $12,796 | $5,698+124.6% | $13,881-7.8% | $4,645+175.5% |