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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 | $33,192 | $60,442-45.1% | $96,754-65.7% | $87,485-62.1% |
| Participation rate | 18.4% | 58.7%-40.3pp | 70.3%-51.9pp | 68.9%-50.5pp |
| Annual return | 15.18% | 21.97%-6.8pp | 82.04%-66.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $439 | $1,691-74.0% | $2,679-83.6% | $2,596-83.1% |
| Participant deferral / active EE | $647 | $3,280-80.3% | $4,758-86.4% | $4,274-84.9% |
| Admin fee / account holder | $4,505 | $5,069-11.1% | $8,905-49.4% | $7,775-42.1% |