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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 | $33,385 | $58,627-43.1% | $76,735-56.5% | $82,448-59.5% |
| Participation rate | 17.1% | 63.2%-46.1pp | 69.5%-52.4pp | 68.1%-51.0pp |
| Annual return | 13.31% | 39.10%-25.8pp | 29.77%-16.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $526 | $1,729-69.6% | $2,454-78.6% | $2,551-79.4% |
| Participant deferral / active EE | $869 | $3,134-72.3% | $4,088-78.7% | $4,139-79.0% |
| Admin fee / account holder | $13,903 | $5,323+161.2% | $7,189+93.4% | $7,234+92.2% |