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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 | $31,740 | $81,358-61.0% | $155,556-79.6% | $80,959-60.8% |
| Participation rate | 46.8% | 66.3%-19.5pp | 78.2%-31.5pp | 67.7%-20.9pp |
| Annual return | 17.56% | 33.39%-15.8pp | 64.84%-47.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $543 | $3,106-82.5% | $4,675-88.4% | $2,757-80.3% |
| Participant deferral / active EE | $568 | $3,455-83.6% | $5,631-89.9% | $4,300-86.8% |
| Admin fee / account holder | $7,666 | $7,994-4.1% | $15,885-51.7% | $6,925+10.7% |