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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 | $39,283 | $64,909-39.5% | $82,312-52.3% | $62,293-36.9% |
| Participation rate | 35.5% | 74.9%-39.4pp | 76.9%-41.4pp | 69.5%-34.1pp |
| Annual return | 19.95% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $503 | $1,676-70.0% | $2,428-79.3% | $2,042-75.4% |
| Participant deferral / active EE | $916 | $3,103-70.5% | $3,706-75.3% | $3,169-71.1% |
| Admin fee / account holder | $756 | $440+72.0% | $5,608-86.5% | $479+57.8% |