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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 | $40,645 | $43,496-6.6% | $161,489-74.8% | $64,340-36.8% |
| Participation rate | 23.8% | 53.5%-29.7pp | 78.7%-54.9pp | 55.2%-31.4pp |
| Annual return | 13.90% | 20.76%-6.9pp | 89.72%-75.8pp | 24.14%-10.2pp |
| Employer contribution / active EE | $291 | $1,431-79.7% | $4,268-93.2% | $1,862-84.4% |
| Participant deferral / active EE | $615 | $1,996-69.2% | $5,630-89.1% | $2,980-79.4% |
| Admin fee / account holder | $4,331 | $2,330+85.8% | $16,006-72.9% | $3,703+17.0% |