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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 | $41,904 | $63,346-33.8% | $92,240-54.6% | $70,126-40.2% |
| Participation rate | 56.0% | 68.7%-12.7pp | 76.5%-20.5pp | 69.5%-13.5pp |
| Annual return | 15.36% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $838 | $2,471-66.1% | $3,680-77.2% | $2,343-64.2% |
| Participant deferral / active EE | $1,019 | $2,854-64.3% | $3,897-73.8% | $3,332-69.4% |
| Admin fee / account holder | $10,614 | $3,841+176.3% | $5,194+104.3% | $4,645+128.5% |