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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 | $28,571 | $77,962-63.4% | $178,540-84.0% | $80,935-64.7% |
| Participation rate | 33.3% | 65.7%-32.3pp | 77.1%-43.8pp | 67.7%-34.3pp |
| Annual return | 12.26% | 18.10%-5.8pp | 27.15%-14.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $568 | $2,280-75.1% | $3,953-85.6% | $2,757-79.4% |
| Participant deferral / active EE | $1,107 | $4,404-74.9% | $6,281-82.4% | $4,299-74.3% |
| Admin fee / account holder | $12,980 | $7,156+81.4% | $10,424+24.5% | $6,924+87.5% |