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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 | $58,419 | $109,782-46.8% | $260,467-77.6% | $94,015-37.9% |
| Participation rate | 33.3% | 67.2%-33.9pp | 80.5%-47.1pp | 70.8%-37.5pp |
| Annual return | 14.30% | 18.60%-4.3pp | 100.60%-86.3pp | 17.84%-3.5pp |
| Employer contribution / active EE | $637 | $2,147-70.3% | $4,239-85.0% | $2,790-77.2% |
| Participant deferral / active EE | $1,470 | $4,044-63.6% | $6,319-76.7% | $4,249-65.4% |
| Admin fee / account holder | $5,580 | $11,958-53.3% | $15,461-63.9% | $8,951-37.7% |