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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 | $58,958 | $81,331-27.5% | $155,534-62.1% | $80,935-27.2% |
| Participation rate | 31.5% | 66.3%-34.8pp | 78.2%-46.7pp | 67.7%-36.2pp |
| Annual return | 15.54% | 33.37%-17.8pp | 64.92%-49.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $860 | $3,105-72.3% | $4,675-81.6% | $2,757-68.8% |
| Participant deferral / active EE | $899 | $3,454-74.0% | $5,630-84.0% | $4,299-79.1% |
| Admin fee / account holder | $2,522 | $7,999-68.5% | $15,900-84.1% | $6,924-63.6% |