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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 | $62,111 | $107,666-42.3% | $102,184-39.2% | $154,746-59.9% |
| Participation rate | 26.3% | 83.7%-57.4pp | 82.6%-56.3pp | 80.7%-54.4pp |
| Annual return | 11.88% | 29.33%-17.5pp | 31.58%-19.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $604 | $3,846-84.3% | $3,594-83.2% | $4,379-86.2% |
| Participant deferral / active EE | $864 | $8,719-90.1% | $8,309-89.6% | $6,730-87.2% |
| Admin fee / account holder | $56,551 | $12,943+336.9% | $11,609+387.1% | $14,365+293.7% |