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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 | $56,723 | $78,423-27.7% | $95,964-40.9% | $79,856-29.0% |
| Participation rate | 28.6% | 73.5%-44.9pp | 77.1%-48.5pp | 69.6%-41.1pp |
| Annual return | 11.82% | 19.37%-7.6pp | 91.64%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $568 | $1,945-70.8% | $2,541-77.6% | $2,471-77.0% |
| Participant deferral / active EE | $867 | $3,440-74.8% | $4,167-79.2% | $3,741-76.8% |
| Admin fee / account holder | $609 | $5,622-89.2% | $6,797-91.0% | $5,306-88.5% |