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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 | $32,841 | $81,331-59.6% | $155,534-78.9% | $80,935-59.4% |
| Participation rate | 23.7% | 66.3%-42.6pp | 78.2%-54.5pp | 67.7%-44.0pp |
| Annual return | 20.86% | 33.37%-12.5pp | 64.92%-44.1pp | 35.66%-14.8pp |
| Employer contribution / active EE | $430 | $3,105-86.1% | $4,675-90.8% | $2,757-84.4% |
| Participant deferral / active EE | $577 | $3,454-83.3% | $5,630-89.8% | $4,299-86.6% |
| Admin fee / account holder | $2,757 | $7,999-65.5% | $15,900-82.7% | $6,924-60.2% |