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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 | $36,546 | $68,586-46.7% | $120,380-69.6% | $80,911-54.8% |
| Participation rate | 44.7% | 61.6%-16.9pp | 71.9%-27.2pp | 67.6%-23.0pp |
| Annual return | 15.54% | 23.62%-8.1pp | 107.28%-91.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $606 | $2,053-70.5% | $3,465-82.5% | $2,756-78.0% |
| Participant deferral / active EE | $902 | $3,174-71.6% | $4,992-81.9% | $4,297-79.0% |
| Admin fee / account holder | $3,971 | $5,733-30.7% | $9,421-57.8% | $6,935-42.7% |