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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 | $42,612 | $58,493-27.2% | $84,021-49.3% | $72,975-41.6% |
| Participation rate | 17.6% | 61.2%-43.6pp | 69.0%-51.4pp | 69.5%-51.8pp |
| Annual return | 17.63% | 28.93%-11.3pp | 71.32%-53.7pp | 81.01%-63.4pp |
| Employer contribution / active EE | $342 | $1,163-70.6% | $1,984-82.8% | $2,440-86.0% |
| Participant deferral / active EE | $902 | $2,394-62.3% | $3,239-72.1% | $3,608-75.0% |
| Admin fee / account holder | $1,081 | $4,569-76.3% | $6,102-82.3% | $5,124-78.9% |