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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 | $37,249 | $75,807-50.9% | $116,096-67.9% | $86,983-57.2% |
| Participation rate | 10.9% | 66.9%-56.0pp | 73.3%-62.5pp | 69.5%-58.7pp |
| Annual return | 16.79% | 18.57%-1.8pp | 326.25%-309.5pp | 25.83%-9.0pp |
| Employer contribution / active EE | $397 | $1,892-79.0% | $2,503-84.2% | $2,584-84.7% |
| Participant deferral / active EE | $559 | $3,212-82.6% | $3,952-85.9% | $4,194-86.7% |
| Admin fee / account holder | $2,848 | $6,659-57.2% | $7,704-63.0% | $7,856-63.7% |