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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 | $44,068 | $64,890-32.1% | $134,172-67.2% | $67,986-35.2% |
| Participation rate | 17.6% | 48.5%-30.9pp | 72.5%-54.8pp | 57.2%-39.6pp |
| Annual return | 16.68% | 16.12%+0.6pp | 25.30%-8.6pp | 31.67%-15.0pp |
| Employer contribution / active EE | $359 | $1,360-73.6% | $3,420-89.5% | $2,019-82.2% |
| Participant deferral / active EE | $575 | $2,289-74.9% | $4,690-87.7% | $3,358-82.9% |
| Admin fee / account holder | $725 | $3,140-76.9% | $12,016-94.0% | $3,203-77.4% |