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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 | $36,344 | $88,360-58.9% | $145,433-75.0% | $67,986-46.5% |
| Participation rate | 35.1% | 65.5%-30.4pp | 82.1%-47.0pp | 57.2%-22.1pp |
| Annual return | 18.30% | 63.15%-44.9pp | 66.58%-48.3pp | 31.67%-13.4pp |
| Employer contribution / active EE | $769 | $3,054-74.8% | $4,554-83.1% | $2,019-61.9% |
| Participant deferral / active EE | $1,463 | $5,932-75.3% | $7,897-81.5% | $3,358-56.4% |
| Admin fee / account holder | $10,027 | $3,313+202.6% | $13,129-23.6% | $3,203+213.0% |