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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 | $29,691 | $78,707-62.3% | $117,861-74.8% | $70,126-57.7% |
| Participation rate | 43.9% | 73.2%-29.3pp | 79.7%-35.8pp | 69.5%-25.6pp |
| Annual return | 12.53% | 23.30%-10.8pp | 335.11%-322.6pp | 73.15%-60.6pp |
| Employer contribution / active EE | $585 | $2,223-73.7% | $3,786-84.6% | $2,343-75.0% |
| Participant deferral / active EE | $1,096 | $3,297-66.8% | $4,482-75.6% | $3,332-67.1% |
| Admin fee / account holder | $10,332 | $5,066+104.0% | $8,021+28.8% | $4,645+122.4% |