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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 | $42,410 | $69,541-39.0% | $59,899-29.2% | $135,380-68.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.7%-34.7pp | 82.6%-42.6pp |
| Annual return | 7.09% | 7.95%-0.9pp | 3.46%+3.6pp | 519.81%-512.7pp |
| Employer contribution / active EE | $469 | $3,236-85.5% | $2,723-82.8% | $4,779-90.2% |
| Participant deferral / active EE | $618 | $4,206-85.3% | $3,402-81.8% | $5,609-89.0% |
| Admin fee / account holder | $8,674 | $5,737+51.2% | $3,592+141.5% | $10,828-19.9% |