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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 | $75,541-48.2% | $152,093-74.3% | $82,637-52.7% |
| Participation rate | 19.4% | 66.5%-47.1pp | 77.8%-58.3pp | 68.1%-48.6pp |
| Annual return | 17.54% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $542 | $2,622-79.3% | $4,175-87.0% | $2,552-78.7% |
| Participant deferral / active EE | $815 | $3,206-74.6% | $5,451-85.1% | $4,126-80.3% |
| Admin fee / account holder | $2,632 | $6,405-58.9% | $14,497-81.8% | $7,339-64.1% |