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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 | $34,915 | $46,688-25.2% | $189,758-81.6% | $69,733-49.9% |
| Participation rate | 32.4% | 61.7%-29.3pp | 79.8%-47.4pp | 62.5%-30.0pp |
| Annual return | 14.98% | 14.35%+0.6pp | 52.62%-37.6pp | 15.22%-0.2pp |
| Employer contribution / active EE | $473 | $1,695-72.1% | $4,767-90.1% | $2,250-79.0% |
| Participant deferral / active EE | $662 | $2,143-69.1% | $5,856-88.7% | $3,054-78.3% |
| Admin fee / account holder | $2,965 | $1,700+74.4% | $20,388-85.5% | $3,102-4.4% |