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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 | $44,241 | $106,864-58.6% | $147,318-70.0% | $82,637-46.5% |
| Participation rate | 58.9% | 75.5%-16.6pp | 82.1%-23.1pp | 68.1%-9.1pp |
| Annual return | 14.22% | 27.49%-13.3pp | 70.43%-56.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $864 | $3,417-74.7% | $4,593-81.2% | $2,552-66.1% |
| Participant deferral / active EE | $2,203 | $6,496-66.1% | $7,906-72.1% | $4,126-46.6% |
| Admin fee / account holder | $11,039 | $8,415+31.2% | $13,708-19.5% | $7,339+50.4% |