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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 | $57,870 | $64,010-9.6% | $108,359-46.6% | $64,340-10.1% |
| Participation rate | 28.5% | 49.4%-20.9pp | 70.1%-41.6pp | 55.2%-26.8pp |
| Annual return | 12.24% | 19.74%-7.5pp | 36.89%-24.7pp | 24.14%-11.9pp |
| Employer contribution / active EE | $207 | $1,029-79.8% | $2,399-91.4% | $1,862-88.9% |
| Participant deferral / active EE | $711 | $2,395-70.3% | $4,137-82.8% | $2,980-76.1% |
| Admin fee / account holder | $4,440 | $4,885-9.1% | $9,741-54.4% | $3,703+19.9% |