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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 | $36,096 | $88,360-59.1% | $145,433-75.2% | $67,986-46.9% |
| Participation rate | 20.1% | 65.5%-45.4pp | 82.1%-62.0pp | 57.2%-37.1pp |
| Annual return | 20.39% | 63.15%-42.8pp | 66.58%-46.2pp | 31.67%-11.3pp |
| Employer contribution / active EE | $663 | $3,054-78.3% | $4,554-85.4% | $2,019-67.1% |
| Participant deferral / active EE | $875 | $5,932-85.2% | $7,897-88.9% | $3,358-73.9% |
| Admin fee / account holder | $1,055 | $3,313-68.2% | $13,129-92.0% | $3,203-67.1% |