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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 | $36,774 | $88,360-58.4% | $145,433-74.7% | $67,986-45.9% |
| Participation rate | 16.3% | 65.5%-49.1pp | 82.1%-65.8pp | 57.2%-40.9pp |
| Annual return | 22.10% | 63.15%-41.0pp | 66.58%-44.5pp | 31.67%-9.6pp |
| Employer contribution / active EE | $542 | $3,054-82.3% | $4,554-88.1% | $2,019-73.1% |
| Participant deferral / active EE | $774 | $5,932-86.9% | $7,897-90.2% | $3,358-76.9% |
| Admin fee / account holder | $4,214 | $3,313+27.2% | $13,129-67.9% | $3,203+31.6% |