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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 | $56,826 | $71,230-20.2% | $93,727-39.4% | $80,959-29.8% |
| Participation rate | 48.3% | 60.4%-12.1pp | 68.7%-20.4pp | 67.7%-19.4pp |
| Annual return | 13.23% | 11.26%+2.0pp | 133.83%-120.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $632 | $1,565-59.6% | $2,421-73.9% | $2,757-77.1% |
| Participant deferral / active EE | $1,198 | $4,037-70.3% | $4,417-72.9% | $4,300-72.1% |
| Admin fee / account holder | $713 | $6,961-89.8% | $8,292-91.4% | $6,925-89.7% |