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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 | $34,981 | $55,902-37.4% | $76,030-54.0% | $80,959-56.8% |
| Participation rate | 24.1% | 62.1%-37.9pp | 69.1%-44.9pp | 67.7%-43.5pp |
| Annual return | 15.21% | 20.59%-5.4pp | 361.54%-346.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $406 | $1,867-78.3% | $2,688-84.9% | $2,757-85.3% |
| Participant deferral / active EE | $732 | $3,051-76.0% | $4,257-82.8% | $4,300-83.0% |
| Admin fee / account holder | $12,282 | $5,239+134.4% | $6,421+91.3% | $6,925+77.3% |