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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 | $61,498 | $77,472-20.6% | $100,415-38.8% | $80,959-24.0% |
| Participation rate | 64.5% | 76.9%-12.4pp | 81.5%-17.0pp | 67.7%-3.2pp |
| Annual return | 13.04% | 37.26%-24.2pp | 49.47%-36.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $784 | $2,800-72.0% | $3,943-80.1% | $2,757-71.6% |
| Participant deferral / active EE | $2,209 | $6,818-67.6% | $8,091-72.7% | $4,300-48.6% |
| Admin fee / account holder | $27,205 | $5,885+362.3% | $7,906+244.1% | $6,925+292.8% |