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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 | $33,028 | $81,358-59.4% | $155,556-78.8% | $80,959-59.2% |
| Participation rate | 43.3% | 66.3%-22.9pp | 78.2%-34.9pp | 67.7%-24.3pp |
| Annual return | 22.71% | 33.39%-10.7pp | 64.84%-42.1pp | 35.67%-13.0pp |
| Employer contribution / active EE | $425 | $3,106-86.3% | $4,675-90.9% | $2,757-84.6% |
| Participant deferral / active EE | $882 | $3,455-74.5% | $5,631-84.3% | $4,300-79.5% |
| Admin fee / account holder | $3,692 | $7,994-53.8% | $15,885-76.8% | $6,925-46.7% |