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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 | $58,057-43.1% | $97,032-65.9% | $86,983-62.0% |
| Participation rate | 12.1% | 60.4%-48.3pp | 71.6%-59.5pp | 69.5%-57.5pp |
| Annual return | 19.62% | 22.26%-2.6pp | 35.38%-15.8pp | 25.83%-6.2pp |
| Employer contribution / active EE | $362 | $1,663-78.3% | $2,629-86.2% | $2,584-86.0% |
| Participant deferral / active EE | $652 | $3,244-79.9% | $4,672-86.0% | $4,194-84.5% |
| Admin fee / account holder | $6,831 | $4,839+41.2% | $9,418-27.5% | $7,856-13.0% |