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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 | $40,519 | $83,485-51.5% | $125,195-67.6% | $72,976-44.5% |
| Participation rate | 23.1% | 73.3%-50.2pp | 79.8%-56.7pp | 69.5%-46.4pp |
| Annual return | 21.46% | 25.77%-4.3pp | 43.79%-22.3pp | 81.02%-59.6pp |
| Employer contribution / active EE | $715 | $2,346-69.5% | $3,866-81.5% | $2,440-70.7% |
| Participant deferral / active EE | $1,428 | $3,586-60.2% | $4,937-71.1% | $3,608-60.4% |
| Admin fee / account holder | $1,501 | $5,518-72.8% | $9,704-84.5% | $5,124-70.7% |