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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 | $42,070 | $67,595-37.8% | $186,193-77.4% | $64,340-34.6% |
| Participation rate | 13.1% | 51.9%-38.9pp | 77.1%-64.0pp | 55.2%-42.2pp |
| Annual return | 15.64% | 17.46%-1.8pp | 78.03%-62.4pp | 24.14%-8.5pp |
| Employer contribution / active EE | $332 | $1,513-78.1% | $3,918-91.5% | $1,862-82.2% |
| Participant deferral / active EE | $391 | $3,023-87.1% | $6,513-94.0% | $2,980-86.9% |
| Admin fee / account holder | $7,244 | $5,311+36.4% | $11,058-34.5% | $3,703+95.7% |