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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 | $22,897 | $65,364-65.0% | $92,909-75.4% | $72,975-68.6% |
| Participation rate | 54.5% | 68.3%-13.8pp | 76.0%-21.5pp | 69.5%-14.9pp |
| Annual return | 20.57% | 42.11%-21.5pp | 109.44%-88.9pp | 81.01%-60.4pp |
| Employer contribution / active EE | $633 | $2,594-75.6% | $3,653-82.7% | $2,440-74.0% |
| Participant deferral / active EE | $998 | $3,128-68.1% | $4,238-76.5% | $3,608-72.3% |
| Admin fee / account holder | $8,842 | $4,251+108.0% | $5,795+52.6% | $5,124+72.6% |