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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 | $44,343 | $56,110-21.0% | $94,993-53.3% | $70,126-36.8% |
| Participation rate | 55.6% | 65.0%-9.4pp | 73.9%-18.3pp | 69.5%-14.0pp |
| Annual return | 19.99% | 51.02%-31.0pp | 27.14%-7.2pp | 73.15%-53.2pp |
| Employer contribution / active EE | $274 | $1,442-81.0% | $2,603-89.5% | $2,343-88.3% |
| Participant deferral / active EE | $661 | $2,391-72.3% | $3,317-80.1% | $3,332-80.2% |
| Admin fee / account holder | $7,087 | $3,456+105.0% | $4,960+42.9% | $4,645+52.6% |