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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 | $52,028 | $88,360-41.1% | $145,433-64.2% | $67,986-23.5% |
| Participation rate | 29.7% | 65.5%-35.8pp | 82.1%-52.4pp | 57.2%-27.5pp |
| Annual return | 14.81% | 63.15%-48.3pp | 66.58%-51.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $557 | $3,054-81.8% | $4,554-87.8% | $2,019-72.4% |
| Participant deferral / active EE | $992 | $5,932-83.3% | $7,897-87.4% | $3,358-70.5% |
| Admin fee / account holder | $3,215 | $3,313-3.0% | $13,129-75.5% | $3,203+0.4% |