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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 | $38,326 | $55,889-31.4% | $76,119-49.6% | $80,935-52.6% |
| Participation rate | 40.0% | 62.1%-22.1pp | 69.1%-29.1pp | 67.7%-27.7pp |
| Annual return | 14.32% | 20.58%-6.3pp | 361.25%-346.9pp | 35.66%-21.3pp |
| Employer contribution / active EE | $660 | $1,866-64.6% | $2,693-75.5% | $2,757-76.1% |
| Participant deferral / active EE | $1,013 | $3,051-66.8% | $4,259-76.2% | $4,299-76.4% |
| Admin fee / account holder | $8,500 | $5,241+62.2% | $6,421+32.4% | $6,924+22.8% |