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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 | $36,229 | $106,749-66.1% | $145,433-75.1% | $82,448-56.1% |
| Participation rate | 31.8% | 75.6%-43.8pp | 82.1%-50.3pp | 68.1%-36.2pp |
| Annual return | 18.15% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $811 | $3,444-76.5% | $4,554-82.2% | $2,551-68.2% |
| Participant deferral / active EE | $1,156 | $6,519-82.3% | $7,897-85.4% | $4,139-72.1% |
| Admin fee / account holder | $18,546 | $8,390+121.0% | $13,129+41.3% | $7,234+156.4% |