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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 | $40,002 | $93,345-57.1% | $119,126-66.4% | $87,485-54.3% |
| Participation rate | 63.3% | 68.7%-5.4pp | 75.8%-12.4pp | 68.9%-5.6pp |
| Annual return | 13.59% | 19.08%-5.5pp | 282.11%-268.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $6,738 | $3,172+112.4% | $4,034+67.0% | $2,596+159.5% |
| Participant deferral / active EE | $645 | $4,099-84.3% | $5,318-87.9% | $4,274-84.9% |
| Admin fee / account holder | $12,252 | $8,039+52.4% | $10,693+14.6% | $7,775+57.6% |