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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 | $33,200 | $77,901-57.4% | $149,717-77.8% | $75,181-55.8% |
| Participation rate | 16.4% | 65.6%-49.2pp | 78.8%-62.4pp | 67.2%-50.8pp |
| Annual return | 26.18% | 31.73%-5.5pp | 134.41%-108.2pp | 160.69%-134.5pp |
| Employer contribution / active EE | $511 | $3,137-83.7% | $4,820-89.4% | $2,671-80.9% |
| Participant deferral / active EE | $87 | $3,411-97.4% | $5,682-98.5% | $4,126-97.9% |
| Admin fee / account holder | $6,700 | $5,949+12.6% | $13,213-49.3% | $5,650+18.6% |