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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 | $38,764 | $47,848-19.0% | $81,473-52.4% | $70,126-44.7% |
| Participation rate | 20.8% | 58.3%-37.4pp | 68.0%-47.1pp | 69.5%-48.7pp |
| Annual return | 19.94% | 27.25%-7.3pp | 38.78%-18.8pp | 73.15%-53.2pp |
| Employer contribution / active EE | $292 | $1,527-80.9% | $2,568-88.6% | $2,343-87.5% |
| Participant deferral / active EE | $576 | $2,453-76.5% | $3,537-83.7% | $3,332-82.7% |
| Admin fee / account holder | $3,747 | $3,145+19.1% | $4,561-17.9% | $4,645-19.3% |