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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 | $41,276 | $141,001-70.7% | $112,228-63.2% | $139,487-70.4% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 17.57% | 32.75%-15.2pp | 30.23%-12.7pp | 373.84%-356.3pp |
| Employer contribution / active EE | $912 | $4,285-78.7% | $3,432-73.4% | $4,755-80.8% |
| Participant deferral / active EE | $1,234 | $5,877-79.0% | $4,800-74.3% | $6,713-81.6% |
| Admin fee / account holder | $57,322 | $9,959+475.6% | $7,752+639.5% | $11,407+402.5% |