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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 | $29,025 | $93,598-69.0% | $135,974-78.7% | $75,173-61.4% |
| Participation rate | 21.8% | 75.2%-53.4pp | 81.9%-60.1pp | 67.2%-45.4pp |
| Annual return | 15.71% | 30.89%-15.2pp | 68.30%-52.6pp | 160.72%-145.0pp |
| Employer contribution / active EE | $906 | $3,538-74.4% | $4,859-81.4% | $2,671-66.1% |
| Participant deferral / active EE | $1,702 | $6,405-73.4% | $7,760-78.1% | $4,126-58.8% |
| Admin fee / account holder | $26,868 | $6,978+285.1% | $10,767+149.6% | $5,651+375.5% |