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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 | $34,340 | $73,978-53.6% | $96,515-64.4% | $75,173-54.3% |
| Participation rate | 27.7% | 66.4%-38.8pp | 74.3%-46.7pp | 67.2%-39.5pp |
| Annual return | 15.41% | 26.72%-11.3pp | 35.73%-20.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $781 | $2,931-73.3% | $3,740-79.1% | $2,671-70.8% |
| Participant deferral / active EE | $915 | $3,660-75.0% | $4,880-81.3% | $4,126-77.8% |
| Admin fee / account holder | $2,647 | $5,219-49.3% | $6,735-60.7% | $5,651-53.2% |