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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 | $33,606 | $62,166-45.9% | $81,353-58.7% | $74,459-54.9% |
| Participation rate | 15.8% | 64.1%-48.3pp | 69.5%-53.7pp | 67.2%-51.4pp |
| Annual return | 12.07% | 16.50%-4.4pp | 24.82%-12.7pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $673 | $1,881-64.2% | $2,464-72.7% | $2,626-74.4% |
| Participant deferral / active EE | $1,230 | $3,223-61.8% | $3,885-68.3% | $4,350-71.7% |
| Admin fee / account holder | $3,639 | $1,925+89.1% | $5,766-36.9% | $1,945+87.1% |