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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 | $34,599 | $55,684-37.9% | $75,900-54.4% | $72,976-52.6% |
| Participation rate | 27.3% | 61.1%-33.9pp | 69.3%-42.0pp | 69.5%-42.2pp |
| Annual return | 27.02% | 27.60%-0.6pp | 30.73%-3.7pp | 81.02%-54.0pp |
| Employer contribution / active EE | $409 | $1,687-75.8% | $2,501-83.7% | $2,440-83.3% |
| Participant deferral / active EE | $937 | $2,634-64.4% | $3,604-74.0% | $3,608-74.0% |
| Admin fee / account holder | $2,694 | $3,981-32.3% | $5,421-50.3% | $5,124-47.4% |