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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 | $27,387 | $77,638-64.7% | $156,551-82.5% | $62,881-56.4% |
| Participation rate | 46.2% | 71.2%-25.0pp | 84.0%-37.9pp | 69.3%-23.2pp |
| Annual return | 7.50% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $735 | $3,444-78.7% | $5,501-86.6% | $2,281-67.8% |
| Participant deferral / active EE | $708 | $3,046-76.8% | $4,871-85.5% | $3,203-77.9% |
| Admin fee / account holder | $1,058 | $5,561-81.0% | $13,028-91.9% | $4,296-75.4% |