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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 | $41,865 | $64,501-35.1% | $108,753-61.5% | $65,306-35.9% |
| Participation rate | 18.2% | 50.8%-32.6pp | 71.1%-52.9pp | 57.7%-39.5pp |
| Annual return | 12.29% | 21.09%-8.8pp | 37.47%-25.2pp | 21.94%-9.6pp |
| Employer contribution / active EE | $141 | $1,069-86.8% | $2,427-94.2% | $1,967-92.8% |
| Participant deferral / active EE | $383 | $2,401-84.0% | $4,115-90.7% | $2,959-87.0% |
| Admin fee / account holder | $2,924 | $4,971-41.2% | $10,320-71.7% | $3,480-16.0% |