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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 | $32,505 | $93,346-65.2% | $71,796-54.7% | $273,972-88.1% |
| Participation rate | 43.8% | 76.5%-32.8pp | 69.1%-25.4pp | 83.0%-39.3pp |
| Annual return | 4.91% | 130.39%-125.5pp | 78.04%-73.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $332 | $2,733-87.8% | $1,924-82.7% | $4,869-93.2% |
| Participant deferral / active EE | $415 | $3,475-88.1% | $2,794-85.2% | $5,287-92.2% |
| Admin fee / account holder | $7,247 | $6,571+10.3% | $4,815+50.5% | $10,133-28.5% |