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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 | $34,268 | $81,358-57.9% | $155,556-78.0% | $80,959-57.7% |
| Participation rate | 47.1% | 66.3%-19.2pp | 78.2%-31.2pp | 67.7%-20.6pp |
| Annual return | 10.68% | 33.39%-22.7pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $459 | $3,106-85.2% | $4,675-90.2% | $2,757-83.4% |
| Participant deferral / active EE | $828 | $3,455-76.0% | $5,631-85.3% | $4,300-80.7% |
| Admin fee / account holder | $25,669 | $7,994+221.1% | $15,885+61.6% | $6,925+270.7% |