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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 | $66,670 | $95,453-30.2% | $112,040-40.5% | $82,448-19.1% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 13.72% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $799 | $2,318-65.5% | $2,954-72.9% | $2,551-68.7% |
| Participant deferral / active EE | $1,690 | $4,224-60.0% | $5,098-66.9% | $4,139-59.2% |
| Admin fee / account holder | $23,944 | $9,013+165.7% | $12,098+97.9% | $7,234+231.0% |