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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 | $34,467 | $70,435-51.1% | $96,575-64.3% | $85,856-59.9% |
| Participation rate | 35.5% | 61.8%-26.3pp | 69.8%-34.3pp | 69.3%-33.8pp |
| Annual return | 16.03% | 18.59%-2.6pp | 37.79%-21.8pp | 318.58%-302.6pp |
| Employer contribution / active EE | $801 | $1,413-43.3% | $2,357-66.0% | $2,565-68.8% |
| Participant deferral / active EE | $1,054 | $2,894-63.6% | $3,849-72.6% | $3,952-73.3% |
| Admin fee / account holder | $5,536 | $4,997+10.8% | $6,182-10.5% | $6,261-11.6% |