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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 | $32,845 | $50,554-35.0% | $67,681-51.5% | $87,485-62.5% |
| Participation rate | 35.3% | 67.7%-32.4pp | 73.7%-38.4pp | 68.9%-33.6pp |
| Annual return | 16.63% | 17.81%-1.2pp | 590.58%-574.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,306 | $1,988-34.3% | $2,678-51.2% | $2,596-49.7% |
| Participant deferral / active EE | $838 | $2,961-71.7% | $3,976-78.9% | $4,274-80.4% |
| Admin fee / account holder | $1,254 | $4,132-69.7% | $6,100-79.4% | $7,775-83.9% |