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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 | $39,523 | $63,314-37.6% | $91,004-56.6% | $62,293-36.6% |
| Participation rate | 23.9% | 73.3%-49.5pp | 75.6%-51.8pp | 69.5%-45.7pp |
| Annual return | 18.46% | 21.00%-2.5pp | 4.60%+13.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $591 | $1,807-67.3% | $2,456-76.0% | $2,042-71.1% |
| Participant deferral / active EE | $797 | $2,944-72.9% | $3,548-77.5% | $3,169-74.9% |
| Admin fee / account holder | $1,136 | $468+143.1% | $5,417-79.0% | $479+137.1% |