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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 | $41,855 | $62,672-33.2% | $185,117-77.4% | $70,124-40.3% |
| Participation rate | 32.2% | 63.8%-31.6pp | 77.3%-45.1pp | 69.5%-37.3pp |
| Annual return | 13.99% | 40.79%-26.8pp | 40.50%-26.5pp | 73.14%-59.2pp |
| Employer contribution / active EE | $453 | $1,753-74.2% | $4,182-89.2% | $2,342-80.7% |
| Participant deferral / active EE | $613 | $3,272-81.3% | $5,045-87.8% | $3,332-81.6% |
| Admin fee / account holder | $4,212 | $3,932+7.1% | $8,159-48.4% | $4,645-9.3% |