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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 | $38,730 | $77,814-50.2% | $158,223-75.5% | $86,983-55.5% |
| Participation rate | 28.6% | 68.4%-39.8pp | 79.2%-50.6pp | 69.5%-41.0pp |
| Annual return | 14.02% | 30.54%-16.5pp | 52.09%-38.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $544 | $2,592-79.0% | $4,109-86.8% | $2,584-78.9% |
| Participant deferral / active EE | $770 | $3,270-76.5% | $5,467-85.9% | $4,194-81.6% |
| Admin fee / account holder | $10,879 | $5,879+85.0% | $16,047-32.2% | $7,856+38.5% |