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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 | $42,643 | $91,179-53.2% | $178,499-76.1% | $79,852-46.6% |
| Participation rate | 22.7% | 69.2%-46.5pp | 81.9%-59.2pp | 69.6%-46.9pp |
| Annual return | 11.97% | 24.19%-12.2pp | 151.10%-139.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $610 | $3,256-81.3% | $5,011-87.8% | $2,471-75.3% |
| Participant deferral / active EE | $726 | $3,236-77.6% | $5,202-86.0% | $3,740-80.6% |
| Admin fee / account holder | $74,899 | $6,749+1009.9% | $13,986+435.5% | $5,306+1311.5% |