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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 | $59,580 | $64,010-6.9% | $108,359-45.0% | $64,340-7.4% |
| Participation rate | 36.5% | 49.4%-12.8pp | 70.1%-33.6pp | 55.2%-18.7pp |
| Annual return | 14.24% | 19.74%-5.5pp | 36.89%-22.7pp | 24.14%-9.9pp |
| Employer contribution / active EE | $222 | $1,029-78.4% | $2,399-90.7% | $1,862-88.1% |
| Participant deferral / active EE | $736 | $2,395-69.3% | $4,137-82.2% | $2,980-75.3% |
| Admin fee / account holder | $9,802 | $4,885+100.7% | $9,741+0.6% | $3,703+164.7% |