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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 | $33,840 | $58,587-42.2% | $83,322-59.4% | $64,173-47.3% |
| Participation rate | 7.7% | 72.0%-64.3pp | 77.8%-70.1pp | 69.6%-61.9pp |
| Annual return | 90.53% | 9.65%+80.9pp | 10.64%+79.9pp | 7.63%+82.9pp |
| Employer contribution / active EE | $845 | $2,098-59.7% | $3,379-75.0% | $2,381-64.5% |
| Participant deferral / active EE | $1,188 | $4,654-74.5% | $5,565-78.6% | $3,470-65.8% |
| Admin fee / account holder | $1,568 | $9,279-83.1% | $7,540-79.2% | $4,887-67.9% |