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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 | $36,031 | $52,580-31.5% | $71,671-49.7% | $70,126-48.6% |
| Participation rate | 24.1% | 60.9%-36.7pp | 68.7%-44.6pp | 69.5%-45.4pp |
| Annual return | 22.77% | 20.25%+2.5pp | 20.65%+2.1pp | 73.15%-50.4pp |
| Employer contribution / active EE | $446 | $1,616-72.4% | $2,460-81.9% | $2,343-81.0% |
| Participant deferral / active EE | $516 | $2,386-78.4% | $3,438-85.0% | $3,332-84.5% |
| Admin fee / account holder | $4,728 | $3,653+29.4% | $5,558-14.9% | $4,645+1.8% |