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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 | $48,174 | $75,541-36.2% | $152,093-68.3% | $82,637-41.7% |
| Participation rate | 27.7% | 66.5%-38.8pp | 77.8%-50.1pp | 68.1%-40.3pp |
| Annual return | 14.39% | 32.56%-18.2pp | 66.36%-52.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $492 | $2,622-81.3% | $4,175-88.2% | $2,552-80.7% |
| Participant deferral / active EE | $753 | $3,206-76.5% | $5,451-86.2% | $4,126-81.7% |
| Admin fee / account holder | $6,384 | $6,405-0.3% | $14,497-56.0% | $7,339-13.0% |