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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 | $34,983 | $95,369-63.3% | $135,942-74.3% | $74,440-53.0% |
| Participation rate | 44.7% | 78.2%-33.5pp | 81.9%-37.2pp | 70.7%-26.0pp |
| Annual return | 23.89% | 32.72%-8.8pp | 68.28%-44.4pp | 34.37%-10.5pp |
| Employer contribution / active EE | $1,256 | $3,878-67.6% | $4,858-74.1% | $2,638-52.4% |
| Participant deferral / active EE | $3,096 | $7,788-60.3% | $7,759-60.1% | $4,529-31.6% |
| Admin fee / account holder | $1,829 | $266+586.6% | $10,764-83.0% | $348+425.7% |