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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 | $99,875-55.7% | $146,866-69.9% | $86,983-49.1% |
| Participation rate | 58.9% | 75.8%-16.9pp | 82.5%-23.6pp | 69.5%-10.6pp |
| Annual return | 14.22% | 28.10%-13.9pp | 102.85%-88.6pp | 25.83%-11.6pp |
| Employer contribution / active EE | $864 | $3,224-73.2% | $4,425-80.5% | $2,584-66.6% |
| Participant deferral / active EE | $2,203 | $6,322-65.2% | $7,759-71.6% | $4,194-47.5% |
| Admin fee / account holder | $11,039 | $7,838+40.8% | $13,620-19.0% | $7,856+40.5% |