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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 | $27,802 | $71,197-61.0% | $93,669-70.3% | $80,925-65.6% |
| Participation rate | 34.5% | 60.4%-25.8pp | 68.7%-34.2pp | 67.7%-33.1pp |
| Annual return | 15.08% | 11.27%+3.8pp | 133.59%-118.5pp | 35.65%-20.6pp |
| Employer contribution / active EE | $783 | $1,565-49.9% | $2,424-67.7% | $2,756-71.6% |
| Participant deferral / active EE | $1,138 | $4,036-71.8% | $4,416-74.2% | $4,299-73.5% |
| Admin fee / account holder | $1,003 | $6,959-85.6% | $8,291-87.9% | $6,940-85.5% |