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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 | $106,524-58.5% | $152,301-71.0% | $87,485-49.4% |
| Participation rate | 58.9% | 75.8%-16.8pp | 82.4%-23.5pp | 68.9%-10.0pp |
| Annual return | 14.22% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $864 | $3,371-74.4% | $4,624-81.3% | $2,596-66.7% |
| Participant deferral / active EE | $2,203 | $6,525-66.2% | $8,004-72.5% | $4,274-48.4% |
| Admin fee / account holder | $11,039 | $8,287+33.2% | $14,398-23.3% | $7,775+42.0% |