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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 | $29,144 | $76,407-61.9% | $150,298-80.6% | $82,448-64.7% |
| Participation rate | 40.6% | 66.4%-25.8pp | 77.8%-37.1pp | 68.1%-27.4pp |
| Annual return | 13.75% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $547 | $2,614-79.1% | $4,154-86.8% | $2,551-78.6% |
| Participant deferral / active EE | $533 | $3,214-83.4% | $5,453-90.2% | $4,139-87.1% |
| Admin fee / account holder | $5,639 | $6,352-11.2% | $14,116-60.1% | $7,234-22.1% |