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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 | $36,596 | $75,541-51.6% | $152,093-75.9% | $82,637-55.7% |
| Participation rate | 23.3% | 66.5%-43.2pp | 77.8%-54.4pp | 68.1%-44.7pp |
| Annual return | 19.29% | 32.56%-13.3pp | 66.36%-47.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $602 | $2,622-77.0% | $4,175-85.6% | $2,552-76.4% |
| Participant deferral / active EE | $722 | $3,206-77.5% | $5,451-86.7% | $4,126-82.5% |
| Admin fee / account holder | $828 | $6,405-87.1% | $14,497-94.3% | $7,339-88.7% |