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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 | $34,956 | $54,213-35.5% | $93,696-62.7% | $77,736-55.0% |
| Participation rate | 26.3% | 64.0%-37.7pp | 68.7%-42.4pp | 70.6%-44.3pp |
| Annual return | 11.59% | 30.55%-19.0pp | 133.74%-122.2pp | 31.26%-19.7pp |
| Employer contribution / active EE | $427 | $1,168-63.5% | $2,422-82.4% | $2,728-84.4% |
| Participant deferral / active EE | $1,261 | $3,145-59.9% | $4,417-71.5% | $4,651-72.9% |
| Admin fee / account holder | $3,699 | $575+543.6% | $8,287-55.4% | $433+753.7% |