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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 | $43,749-20.2% | $158,223-77.9% | $65,306-46.5% |
| Participation rate | 32.4% | 56.9%-24.5pp | 79.2%-46.8pp | 57.7%-25.2pp |
| Annual return | 14.98% | 19.41%-4.4pp | 52.09%-37.1pp | 21.94%-7.0pp |
| Employer contribution / active EE | $473 | $1,497-68.4% | $4,109-88.5% | $1,967-75.9% |
| Participant deferral / active EE | $662 | $2,019-67.2% | $5,467-87.9% | $2,959-77.6% |
| Admin fee / account holder | $2,965 | $1,930+53.6% | $16,047-81.5% | $3,480-14.8% |