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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 | $35,792 | $58,828-39.2% | $78,002-54.1% | $62,881-43.1% |
| Participation rate | 59.4% | 71.1%-11.7pp | 75.5%-16.2pp | 69.3%-9.9pp |
| Annual return | 7.86% | 17.16%-9.3pp | 425.99%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $390 | $1,672-76.6% | $2,470-84.2% | $2,281-82.9% |
| Participant deferral / active EE | $1,138 | $2,686-57.6% | $3,497-67.5% | $3,203-64.5% |
| Admin fee / account holder | $1,041 | $4,393-76.3% | $5,481-81.0% | $4,296-75.8% |