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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 | $29,788 | $87,166-65.8% | $76,735-61.2% | $137,256-78.3% |
| Participation rate | 41.7% | 74.4%-32.7pp | 69.5%-27.8pp | 80.0%-38.3pp |
| Annual return | 14.79% | 26.50%-11.7pp | 29.77%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $611 | $2,904-79.0% | $2,454-75.1% | $4,156-85.3% |
| Participant deferral / active EE | $1,009 | $4,726-78.7% | $4,088-75.3% | $6,407-84.3% |
| Admin fee / account holder | $17,580 | $8,403+109.2% | $7,189+144.5% | $12,270+43.3% |