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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 | $61,006 | $45,082+35.3% | $69,464-12.2% | $72,975-16.4% |
| Participation rate | 18.5% | 68.5%-50.0pp | 74.6%-56.1pp | 69.5%-51.0pp |
| Annual return | 23.68% | 22.66%+1.0pp | 28.98%-5.3pp | 81.01%-57.3pp |
| Employer contribution / active EE | $400 | $2,055-80.5% | $2,779-85.6% | $2,440-83.6% |
| Participant deferral / active EE | $680 | $2,604-73.9% | $3,536-80.8% | $3,608-81.2% |
| Admin fee / account holder | $8,159 | $3,057+166.9% | $3,840+112.5% | $5,124+59.2% |