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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 | $36,525 | $83,369-56.2% | $105,223-65.3% | $67,986-46.3% |
| Participation rate | 30.9% | 56.3%-25.4pp | 75.0%-44.1pp | 57.2%-26.3pp |
| Annual return | 16.89% | 24.64%-7.8pp | 180.65%-163.8pp | 31.67%-14.8pp |
| Employer contribution / active EE | $749 | $2,541-70.5% | $3,689-79.7% | $2,019-62.9% |
| Participant deferral / active EE | $1,062 | $3,295-67.8% | $5,072-79.1% | $3,358-68.4% |
| Admin fee / account holder | $3,671 | $4,073-9.9% | $8,859-58.6% | $3,203+14.6% |