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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 | $44,943 | $75,541-40.5% | $152,093-70.5% | $82,637-45.6% |
| Participation rate | 25.9% | 66.5%-40.6pp | 77.8%-51.8pp | 68.1%-42.1pp |
| Annual return | 17.68% | 32.56%-14.9pp | 66.36%-48.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $518 | $2,622-80.2% | $4,175-87.6% | $2,552-79.7% |
| Participant deferral / active EE | $830 | $3,206-74.1% | $5,451-84.8% | $4,126-79.9% |
| Admin fee / account holder | $6,985 | $6,405+9.1% | $14,497-51.8% | $7,339-4.8% |