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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 | $39,096 | $78,690-50.3% | $161,489-75.8% | $87,485-55.3% |
| Participation rate | 19.4% | 67.5%-48.0pp | 78.7%-59.3pp | 68.9%-49.5pp |
| Annual return | 17.54% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $542 | $2,588-79.0% | $4,268-87.3% | $2,596-79.1% |
| Participant deferral / active EE | $815 | $3,311-75.4% | $5,630-85.5% | $4,274-80.9% |
| Admin fee / account holder | $2,632 | $6,724-60.8% | $16,006-83.6% | $7,775-66.1% |