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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 | $41,319 | $91,760-55.0% | $156,181-73.5% | $67,986-39.2% |
| Participation rate | 33.7% | 65.0%-31.4pp | 78.8%-45.2pp | 57.2%-23.6pp |
| Annual return | 13.61% | 18.14%-4.5pp | 64.87%-51.3pp | 31.67%-18.1pp |
| Employer contribution / active EE | $585 | $2,419-75.8% | $4,294-86.4% | $2,019-71.0% |
| Participant deferral / active EE | $858 | $3,960-78.3% | $6,132-86.0% | $3,358-74.4% |
| Admin fee / account holder | $16,183 | $3,949+309.9% | $14,586+10.9% | $3,203+405.2% |