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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 | $42,226 | $84,458-50.0% | $102,184-58.7% | $64,340-34.4% |
| Participation rate | 29.2% | 74.2%-45.0pp | 82.6%-53.4pp | 55.2%-26.1pp |
| Annual return | 22.63% | 45.73%-23.1pp | 31.58%-8.9pp | 24.14%-1.5pp |
| Employer contribution / active EE | $520 | $2,412-78.4% | $3,594-85.5% | $1,862-72.1% |
| Participant deferral / active EE | $1,676 | $6,208-73.0% | $8,309-79.8% | $2,980-43.8% |
| Admin fee / account holder | $3,868 | $2,926+32.2% | $11,609-66.7% | $3,703+4.5% |