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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 | $68,878-46.9% | $120,574-69.7% | $80,935-54.8% |
| Participation rate | 44.7% | 61.7%-17.0pp | 71.9%-27.3pp | 67.7%-23.0pp |
| Annual return | 15.54% | 23.67%-8.1pp | 107.42%-91.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $606 | $2,065-70.7% | $3,471-82.6% | $2,757-78.0% |
| Participant deferral / active EE | $902 | $3,189-71.7% | $4,996-81.9% | $4,299-79.0% |
| Admin fee / account holder | $3,971 | $5,782-31.3% | $9,445-58.0% | $6,924-42.6% |