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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 | $39,927 | $71,230-43.9% | $93,727-57.4% | $80,959-50.7% |
| Participation rate | 48.8% | 60.4%-11.6pp | 68.7%-19.9pp | 67.7%-18.9pp |
| Annual return | 13.16% | 11.26%+1.9pp | 133.83%-120.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $371 | $1,565-76.3% | $2,421-84.7% | $2,757-86.5% |
| Participant deferral / active EE | $1,234 | $4,037-69.4% | $4,417-72.1% | $4,300-71.3% |
| Admin fee / account holder | $369 | $6,961-94.7% | $8,292-95.6% | $6,925-94.7% |