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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 | $69,444-51.9% | $92,985-64.1% | $87,485-61.8% |
| Participation rate | 17.1% | 63.3%-46.2pp | 69.5%-52.4pp | 68.9%-51.9pp |
| Annual return | 13.31% | 23.85%-10.5pp | 27.99%-14.7pp | 26.06%-12.8pp |
| Employer contribution / active EE | $526 | $1,917-72.6% | $2,662-80.2% | $2,596-79.7% |
| Participant deferral / active EE | $869 | $3,364-74.2% | $4,377-80.1% | $4,274-79.7% |
| Admin fee / account holder | $13,903 | $6,137+126.5% | $9,463+46.9% | $7,775+78.8% |