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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 | $31,114 | $25,723+21.0% | $69,182-55.0% | $55,167-43.6% |
| Participation rate | 32.5% | 39.4%-6.9pp | 55.1%-22.6pp | 69.0%-36.4pp |
| Annual return | 7.52% | 9.56%-2.0pp | -21.93%+29.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $815 | $480+69.7% | $1,206-32.4% | $1,963-58.5% |
| Participant deferral / active EE | $308 | $963-68.0% | $1,897-83.8% | $3,054-89.9% |
| Admin fee / account holder | $2,300 | $365+530.8% | $2,697-14.7% | $504+356.5% |