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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 | $33,998 | $86,050-60.5% | $189,758-82.1% | $94,015-63.8% |
| Participation rate | 26.2% | 68.9%-42.7pp | 79.8%-53.6pp | 70.8%-44.6pp |
| Annual return | 18.60% | 17.77%+0.8pp | 52.62%-34.0pp | 17.84%+0.8pp |
| Employer contribution / active EE | $459 | $2,819-83.7% | $4,767-90.4% | $2,790-83.6% |
| Participant deferral / active EE | $944 | $3,349-71.8% | $5,856-83.9% | $4,249-77.8% |
| Admin fee / account holder | $1,955 | $6,627-70.5% | $20,388-90.4% | $8,951-78.2% |