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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 | $80,332-54.5% | $107,187-65.9% | $64,097-43.0% |
| Participation rate | 30.9% | 54.4%-23.5pp | 75.0%-44.1pp | 55.2%-24.3pp |
| Annual return | 16.89% | 24.26%-7.4pp | 204.55%-187.7pp | 34.64%-17.8pp |
| Employer contribution / active EE | $749 | $2,501-70.0% | $3,782-80.2% | $1,891-60.4% |
| Participant deferral / active EE | $1,062 | $3,109-65.9% | $5,096-79.2% | $3,080-65.5% |
| Admin fee / account holder | $3,671 | $4,314-14.9% | $9,162-59.9% | $3,454+6.3% |