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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 | $34,036 | $53,774-36.7% | $134,162-74.6% | $79,852-57.4% |
| Participation rate | 37.5% | 58.8%-21.3pp | 72.2%-34.7pp | 69.6%-32.1pp |
| Annual return | 25.16% | 19.01%+6.2pp | 36.35%-11.2pp | 31.72%-6.6pp |
| Employer contribution / active EE | $534 | $1,322-59.6% | $3,705-85.6% | $2,471-78.4% |
| Participant deferral / active EE | $751 | $2,420-69.0% | $3,500-78.5% | $3,740-79.9% |
| Admin fee / account holder | $8,884 | $3,985+122.9% | $6,685+32.9% | $5,306+67.4% |