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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 | $32,947 | $57,352-42.6% | $83,830-60.7% | $64,173-48.7% |
| Participation rate | 32.1% | 68.6%-36.5pp | 76.1%-44.0pp | 69.6%-37.4pp |
| Annual return | 10.68% | 11.38%-0.7pp | 850.97%-840.3pp | 7.63%+3.0pp |
| Employer contribution / active EE | $571 | $2,546-77.6% | $3,631-84.3% | $2,381-76.0% |
| Participant deferral / active EE | $665 | $2,993-77.8% | $4,082-83.7% | $3,470-80.8% |
| Admin fee / account holder | $20,599 | $4,046+409.1% | $5,479+276.0% | $4,887+321.5% |