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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 | $51,436 | $91,424-43.7% | $135,942-62.2% | $71,495-28.1% |
| Participation rate | 27.7% | 75.7%-48.0pp | 81.9%-54.2pp | 67.9%-40.3pp |
| Annual return | 20.90% | 29.90%-9.0pp | 68.28%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $922 | $3,704-75.1% | $4,858-81.0% | $2,589-64.4% |
| Participant deferral / active EE | $2,297 | $7,092-67.6% | $7,759-70.4% | $4,291-46.5% |
| Admin fee / account holder | $10,910 | $1,266+761.7% | $10,764+1.4% | $1,588+587.1% |