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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 | $38,302 | $84,236-54.5% | $170,435-77.5% | $70,126-45.4% |
| Participation rate | 28.6% | 70.8%-42.3pp | 83.6%-55.0pp | 69.5%-41.0pp |
| Annual return | 17.18% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $453 | $3,387-86.6% | $5,432-91.7% | $2,343-80.6% |
| Participant deferral / active EE | $777 | $3,086-74.8% | $4,939-84.3% | $3,332-76.7% |
| Admin fee / account holder | $15,734 | $5,698+176.1% | $13,881+13.3% | $4,645+238.7% |