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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 | $35,574 | $65,390-45.6% | $169,385-79.0% | $71,495-50.2% |
| Participation rate | 37.9% | 67.0%-29.1pp | 77.2%-39.3pp | 67.9%-30.0pp |
| Annual return | 16.39% | 21.31%-4.9pp | 405.82%-389.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $701 | $2,079-66.3% | $4,012-82.5% | $2,589-72.9% |
| Participant deferral / active EE | $1,679 | $4,367-61.5% | $6,221-73.0% | $4,291-60.9% |
| Admin fee / account holder | $2,207 | $1,324+66.6% | $9,011-75.5% | $1,588+39.0% |