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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 | $75,541-48.7% | $152,093-74.5% | $82,637-53.1% |
| Participation rate | 28.6% | 66.5%-38.0pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 14.02% | 32.56%-18.5pp | 66.36%-52.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $544 | $2,622-79.2% | $4,175-87.0% | $2,552-78.7% |
| Participant deferral / active EE | $770 | $3,206-76.0% | $5,451-85.9% | $4,126-81.3% |
| Admin fee / account holder | $10,879 | $6,405+69.9% | $14,497-25.0% | $7,339+48.2% |