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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 | $34,979 | $62,672-44.2% | $185,117-81.1% | $70,124-50.1% |
| Participation rate | 46.7% | 63.8%-17.1pp | 77.3%-30.6pp | 69.5%-22.9pp |
| Annual return | 16.54% | 40.79%-24.3pp | 40.50%-24.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $570 | $1,753-67.5% | $4,182-86.4% | $2,342-75.7% |
| Participant deferral / active EE | $853 | $3,272-73.9% | $5,045-83.1% | $3,332-74.4% |
| Admin fee / account holder | $840 | $3,932-78.6% | $8,159-89.7% | $4,645-81.9% |