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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 | $32,442 | $72,404-55.2% | $110,241-70.6% | $64,181-49.5% |
| Participation rate | 54.4% | 73.3%-19.0pp | 79.8%-25.4pp | 69.6%-15.2pp |
| Annual return | 14.62% | -6.29%+20.9pp | 314.75%-300.1pp | 7.63%+7.0pp |
| Employer contribution / active EE | $572 | $2,282-75.0% | $3,827-85.1% | $2,381-76.0% |
| Participant deferral / active EE | $1,216 | $3,469-65.0% | $4,672-74.0% | $3,470-65.0% |
| Admin fee / account holder | $1,243 | $5,664-78.1% | $8,548-85.5% | $4,887-74.6% |