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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 | $64,501-10.3% | $108,753-46.8% | $65,306-11.4% |
| Participation rate | 28.5% | 50.8%-22.3pp | 71.1%-42.6pp | 57.7%-29.2pp |
| Annual return | 12.24% | 21.09%-8.8pp | 37.47%-25.2pp | 21.94%-9.7pp |
| Employer contribution / active EE | $207 | $1,069-80.6% | $2,427-91.5% | $1,967-89.5% |
| Participant deferral / active EE | $711 | $2,401-70.4% | $4,115-82.7% | $2,959-76.0% |
| Admin fee / account holder | $4,440 | $4,971-10.7% | $10,320-57.0% | $3,480+27.6% |