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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 | $27,836 | $70,486-60.5% | $100,528-72.3% | $79,852-65.1% |
| Participation rate | 35.4% | 73.6%-38.3pp | 79.4%-44.0pp | 69.6%-34.3pp |
| Annual return | 43.36% | 21.90%+21.5pp | 30.90%+12.5pp | 31.72%+11.6pp |
| Employer contribution / active EE | $953 | $2,165-56.0% | $3,419-72.1% | $2,471-61.4% |
| Participant deferral / active EE | $2,012 | $5,182-61.2% | $6,271-67.9% | $3,740-46.2% |
| Admin fee / account holder | $2,713 | $4,480-39.4% | $8,084-66.4% | $5,306-48.9% |