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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 | $32,707 | $64,010-48.9% | $108,359-69.8% | $64,340-49.2% |
| Participation rate | 32.5% | 49.4%-16.8pp | 70.1%-37.6pp | 55.2%-22.7pp |
| Annual return | 15.16% | 19.74%-4.6pp | 36.89%-21.7pp | 24.14%-9.0pp |
| Employer contribution / active EE | $377 | $1,029-63.4% | $2,399-84.3% | $1,862-79.8% |
| Participant deferral / active EE | $869 | $2,395-63.7% | $4,137-79.0% | $2,980-70.8% |
| Admin fee / account holder | $8,603 | $4,885+76.1% | $9,741-11.7% | $3,703+132.4% |