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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 | $68,878-59.2% | $120,574-76.7% | $80,935-65.3% |
| Participation rate | 26.4% | 61.7%-35.3pp | 71.9%-45.5pp | 67.7%-41.2pp |
| Annual return | 10.46% | 23.67%-13.2pp | 107.42%-97.0pp | 35.66%-25.2pp |
| Employer contribution / active EE | $824 | $2,065-60.1% | $3,471-76.3% | $2,757-70.1% |
| Participant deferral / active EE | $1,110 | $3,189-65.2% | $4,996-77.8% | $4,299-74.2% |
| Admin fee / account holder | $14,551 | $5,782+151.7% | $9,445+54.1% | $6,924+110.1% |