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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 | $28,075 | $68,880-59.2% | $120,580-76.7% | $80,959-65.3% |
| Participation rate | 26.4% | 61.7%-35.3pp | 72.0%-45.5pp | 67.7%-41.3pp |
| Annual return | 10.46% | 23.68%-13.2pp | 107.48%-97.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $824 | $2,066-60.1% | $3,469-76.2% | $2,757-70.1% |
| Participant deferral / active EE | $1,110 | $3,191-65.2% | $4,995-77.8% | $4,300-74.2% |
| Admin fee / account holder | $14,551 | $5,785+151.5% | $9,418+54.5% | $6,925+110.1% |