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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 | $33,858 | $58,726-42.3% | $92,236-63.3% | $62,293-45.6% |
| Participation rate | 40.6% | 68.3%-27.7pp | 76.5%-35.9pp | 69.5%-28.9pp |
| Annual return | 17.68% | 43.62%-25.9pp | 176.29%-158.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $693 | $2,392-71.0% | $3,679-81.2% | $2,042-66.1% |
| Participant deferral / active EE | $1,186 | $2,766-57.1% | $3,897-69.6% | $3,169-62.6% |
| Admin fee / account holder | $682 | $556+22.6% | $5,194-86.9% | $479+42.4% |