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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 | $31,247 | $77,164-59.5% | $178,014-82.4% | $80,874-61.4% |
| Participation rate | 45.5% | 65.7%-20.3pp | 77.1%-31.6pp | 67.6%-22.2pp |
| Annual return | 14.88% | 18.09%-3.2pp | 294.80%-279.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $573 | $2,288-74.9% | $3,950-85.5% | $2,756-79.2% |
| Participant deferral / active EE | $1,361 | $4,408-69.1% | $6,276-78.3% | $4,297-68.3% |
| Admin fee / account holder | $8,605 | $7,164+20.1% | $10,362-17.0% | $6,935+24.1% |