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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 | $27,576 | $62,672-56.0% | $185,117-85.1% | $70,126-60.7% |
| Participation rate | 38.5% | 63.8%-25.3pp | 77.3%-38.8pp | 69.5%-31.1pp |
| Annual return | 21.00% | 40.79%-19.8pp | 40.50%-19.5pp | 73.15%-52.1pp |
| Employer contribution / active EE | $272 | $1,753-84.5% | $4,182-93.5% | $2,343-88.4% |
| Participant deferral / active EE | $543 | $3,272-83.4% | $5,045-89.2% | $3,332-83.7% |
| Admin fee / account holder | $12,617 | $3,932+220.9% | $8,159+54.6% | $4,645+171.6% |