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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 | $34,696 | $117,426-70.5% | $99,470-65.1% | $152,885-77.3% |
| Participation rate | 20.0% | 77.5%-57.5pp | 73.8%-53.8pp | 82.5%-62.5pp |
| Annual return | 14.70% | 31.87%-17.2pp | 30.72%-16.0pp | 345.39%-330.7pp |
| Employer contribution / active EE | $203 | $3,014-93.3% | $2,540-92.0% | $4,763-95.7% |
| Participant deferral / active EE | $470 | $4,086-88.5% | $3,619-87.0% | $5,851-92.0% |
| Admin fee / account holder | $43,025 | $7,634+463.6% | $6,252+588.1% | $11,598+271.0% |