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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 | $33,317 | $43,749-23.8% | $158,223-78.9% | $65,306-49.0% |
| Participation rate | 15.5% | 56.9%-41.4pp | 79.2%-63.7pp | 57.7%-42.1pp |
| Annual return | 15.51% | 19.41%-3.9pp | 52.09%-36.6pp | 21.94%-6.4pp |
| Employer contribution / active EE | $402 | $1,497-73.2% | $4,109-90.2% | $1,967-79.6% |
| Participant deferral / active EE | $666 | $2,019-67.0% | $5,467-87.8% | $2,959-77.5% |
| Admin fee / account holder | $4,004 | $1,930+107.5% | $16,047-75.0% | $3,480+15.1% |