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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 | $41,438 | $110,483-62.5% | $145,433-71.5% | $79,634-48.0% |
| Participation rate | 27.0% | 71.1%-44.1pp | 82.1%-55.1pp | 62.5%-35.5pp |
| Annual return | 23.35% | 24.62%-1.3pp | 66.58%-43.2pp | 36.46%-13.1pp |
| Employer contribution / active EE | $797 | $4,053-80.3% | $4,554-82.5% | $2,529-68.5% |
| Participant deferral / active EE | $1,605 | $7,216-77.8% | $7,897-79.7% | $3,835-58.1% |
| Admin fee / account holder | $2,828 | $680+315.8% | $13,129-78.5% | $1,002+182.3% |