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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 | $41,844 | $43,730-4.3% | $121,220-65.5% | $64,173-34.8% |
| Participation rate | 26.5% | 58.3%-31.9pp | 71.8%-45.3pp | 69.6%-43.1pp |
| Annual return | 12.72% | 68.94%-56.2pp | 16.94%-4.2pp | 7.63%+5.1pp |
| Employer contribution / active EE | $398 | $1,297-69.3% | $4,023-90.1% | $2,381-83.3% |
| Participant deferral / active EE | $831 | $2,281-63.6% | $3,345-75.2% | $3,470-76.1% |
| Admin fee / account holder | $2,698 | $3,502-23.0% | $5,021-46.3% | $4,887-44.8% |