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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 | $32,080 | $45,343-29.3% | $150,298-78.7% | $67,986-52.8% |
| Participation rate | 22.7% | 51.9%-29.2pp | 77.8%-55.1pp | 57.2%-34.5pp |
| Annual return | 14.51% | 33.28%-18.8pp | 62.79%-48.3pp | 31.67%-17.2pp |
| Employer contribution / active EE | $266 | $1,462-81.8% | $4,154-93.6% | $2,019-86.8% |
| Participant deferral / active EE | $564 | $2,055-72.5% | $5,453-89.6% | $3,358-83.2% |
| Admin fee / account holder | $3,662 | $2,250+62.8% | $14,116-74.1% | $3,203+14.3% |