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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 | $29,542 | $54,213-45.5% | $93,696-68.5% | $77,736-62.0% |
| Participation rate | 18.6% | 64.0%-45.3pp | 68.7%-50.1pp | 70.6%-52.0pp |
| Annual return | 13.61% | 30.55%-16.9pp | 133.74%-120.1pp | 31.26%-17.7pp |
| Employer contribution / active EE | $415 | $1,168-64.5% | $2,422-82.9% | $2,728-84.8% |
| Participant deferral / active EE | $1,155 | $3,145-63.3% | $4,417-73.9% | $4,651-75.2% |
| Admin fee / account holder | $1,475 | $575+156.6% | $8,287-82.2% | $433+240.4% |