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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 | $65,246-8.7% | $98,716-39.6% | $67,986-12.4% |
| Participation rate | 36.5% | 51.4%-14.9pp | 69.3%-32.8pp | 57.2%-20.7pp |
| Annual return | 14.24% | 20.58%-6.3pp | 31.81%-17.6pp | 31.67%-17.4pp |
| Employer contribution / active EE | $222 | $1,042-78.7% | $2,279-90.2% | $2,019-89.0% |
| Participant deferral / active EE | $736 | $2,594-71.6% | $4,048-81.8% | $3,358-78.1% |
| Admin fee / account holder | $9,802 | $4,561+114.9% | $8,703+12.6% | $3,203+206.0% |