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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 | $37,378 | $73,149-48.9% | $120,574-69.0% | $77,736-51.9% |
| Participation rate | 21.3% | 55.2%-33.9pp | 71.9%-50.7pp | 70.6%-49.3pp |
| Annual return | 22.49% | 18.24%+4.2pp | 107.42%-84.9pp | 31.26%-8.8pp |
| Employer contribution / active EE | $469 | $1,793-73.8% | $3,471-86.5% | $2,728-82.8% |
| Participant deferral / active EE | $676 | $3,006-77.5% | $4,996-86.5% | $4,651-85.5% |
| Admin fee / account holder | $3,231 | $660+389.7% | $9,445-65.8% | $433+645.6% |