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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 | $38,724 | $71,230-45.6% | $93,727-58.7% | $80,959-52.2% |
| Participation rate | 8.2% | 60.4%-52.2pp | 68.7%-60.5pp | 67.7%-59.5pp |
| Annual return | 13.67% | 11.26%+2.4pp | 133.83%-120.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $435 | $1,565-72.2% | $2,421-82.0% | $2,757-84.2% |
| Participant deferral / active EE | $1,129 | $4,037-72.0% | $4,417-74.4% | $4,300-73.8% |
| Admin fee / account holder | $7,456 | $6,961+7.1% | $8,292-10.1% | $6,925+7.7% |