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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 | $61,029 | $71,523-14.7% | $98,461-38.0% | $71,511-14.7% |
| Participation rate | 17.0% | 72.7%-55.7pp | 75.2%-58.2pp | 67.9%-51.0pp |
| Annual return | 26.32% | 32.43%-6.1pp | 21.17%+5.1pp | 28.86%-2.5pp |
| Employer contribution / active EE | $686 | $2,399-71.4% | $3,049-77.5% | $2,589-73.5% |
| Participant deferral / active EE | $1,388 | $4,109-66.2% | $4,738-70.7% | $4,291-67.7% |
| Admin fee / account holder | $16,619 | $1,676+891.6% | $8,961+85.5% | $1,588+946.2% |