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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 | $42,952 | $87,733-51.0% | $106,555-59.7% | $85,847-50.0% |
| Participation rate | 35.6% | 71.9%-36.4pp | 76.1%-40.6pp | 69.3%-33.8pp |
| Annual return | 12.54% | 21.86%-9.3pp | 26.80%-14.3pp | 318.61%-306.1pp |
| Employer contribution / active EE | $495 | $2,073-76.1% | $2,819-82.4% | $2,565-80.7% |
| Participant deferral / active EE | $1,129 | $3,469-67.5% | $4,399-74.3% | $3,952-71.4% |
| Admin fee / account holder | $9,649 | $6,767+42.6% | $7,408+30.3% | $6,261+54.1% |