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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 | $36,490 | $48,078-24.1% | $78,676-53.6% | $62,881-42.0% |
| Participation rate | 23.1% | 65.2%-42.1pp | 73.6%-50.5pp | 69.3%-46.2pp |
| Annual return | 5.74% | 31.36%-25.6pp | 62.19%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $219 | $2,015-89.1% | $2,850-92.3% | $2,281-90.4% |
| Participant deferral / active EE | $561 | $2,587-78.3% | $3,517-84.1% | $3,203-82.5% |
| Admin fee / account holder | $6,746 | $3,206+110.4% | $4,510+49.6% | $4,296+57.0% |