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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 | $46,750 | $106,280-56.0% | $96,538-51.6% | $139,487-66.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 14.98% | 38.48%-23.5pp | 35.74%-20.8pp | 373.84%-358.9pp |
| Employer contribution / active EE | $926 | $4,107-77.5% | $3,740-75.3% | $4,755-80.5% |
| Participant deferral / active EE | $952 | $5,457-82.6% | $4,880-80.5% | $6,713-85.8% |
| Admin fee / account holder | $26,877 | $7,888+240.7% | $6,737+298.9% | $11,407+135.6% |