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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 | $33,052 | $58,848-43.8% | $88,179-62.5% | $82,637-60.0% |
| Participation rate | 12.1% | 57.9%-45.8pp | 69.1%-57.1pp | 68.1%-56.0pp |
| Annual return | 19.62% | 22.76%-3.1pp | 64.97%-45.4pp | 53.51%-33.9pp |
| Employer contribution / active EE | $362 | $1,678-78.5% | $2,549-85.8% | $2,552-85.8% |
| Participant deferral / active EE | $652 | $3,124-79.1% | $4,614-85.9% | $4,126-84.2% |
| Admin fee / account holder | $6,831 | $4,795+42.5% | $7,673-11.0% | $7,339-6.9% |