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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 | $32,796 | $52,353-37.4% | $120,225-72.7% | $82,448-60.2% |
| Participation rate | 25.0% | 58.3%-33.3pp | 69.6%-44.6pp | 68.1%-43.1pp |
| Annual return | 13.66% | 61.85%-48.2pp | 439.23%-425.6pp | 41.64%-28.0pp |
| Employer contribution / active EE | $256 | $1,510-83.1% | $3,475-92.6% | $2,551-90.0% |
| Participant deferral / active EE | $551 | $2,627-79.0% | $3,999-86.2% | $4,139-86.7% |
| Admin fee / account holder | $5,535 | $4,363+26.9% | $5,696-2.8% | $7,234-23.5% |