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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 | $41,877 | $58,851-28.8% | $115,167-63.6% | $72,976-42.6% |
| Participation rate | 46.3% | 65.5%-19.2pp | 75.9%-29.6pp | 69.5%-23.2pp |
| Annual return | 20.10% | 23.16%-3.1pp | 35.60%-15.5pp | 81.02%-60.9pp |
| Employer contribution / active EE | $639 | $1,798-64.5% | $3,179-79.9% | $2,440-73.8% |
| Participant deferral / active EE | $991 | $2,643-62.5% | $4,169-76.2% | $3,608-72.5% |
| Admin fee / account holder | $8,492 | $6,370+33.3% | $7,089+19.8% | $5,124+65.7% |