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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 | $28,217 | $99,345-71.6% | $84,753-66.7% | $273,972-89.7% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 3.44% | 22.93%-19.5pp | 22.78%-19.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $654 | $4,214-84.5% | $3,574-81.7% | $4,869-86.6% |
| Participant deferral / active EE | $652 | $4,270-84.7% | $3,712-82.4% | $5,287-87.7% |
| Admin fee / account holder | $23,463 | $6,645+253.1% | $5,333+340.0% | $10,133+131.6% |