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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 | $36,031 | $78,690-54.2% | $161,489-77.7% | $87,485-58.8% |
| Participation rate | 31.4% | 67.5%-36.0pp | 78.7%-47.3pp | 68.9%-37.5pp |
| Annual return | 13.17% | 32.74%-19.6pp | 89.72%-76.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $401 | $2,588-84.5% | $4,268-90.6% | $2,596-84.6% |
| Participant deferral / active EE | $601 | $3,311-81.9% | $5,630-89.3% | $4,274-85.9% |
| Admin fee / account holder | $1,168 | $6,724-82.6% | $16,006-92.7% | $7,775-85.0% |