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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 | $33,310 | $106,864-68.8% | $147,318-77.4% | $82,637-59.7% |
| Participation rate | 36.6% | 75.5%-38.9pp | 82.1%-45.4pp | 68.1%-31.4pp |
| Annual return | 19.89% | 27.49%-7.6pp | 70.43%-50.5pp | 53.51%-33.6pp |
| Employer contribution / active EE | $897 | $3,417-73.7% | $4,593-80.5% | $2,552-64.8% |
| Participant deferral / active EE | $1,632 | $6,496-74.9% | $7,906-79.4% | $4,126-60.4% |
| Admin fee / account holder | $5,072 | $8,415-39.7% | $13,708-63.0% | $7,339-30.9% |