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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 | $28,953 | $57,073-49.3% | $85,126-66.0% | $80,925-64.2% |
| Participation rate | 29.0% | 56.4%-27.4pp | 67.5%-38.5pp | 67.7%-38.6pp |
| Annual return | 12.17% | 21.69%-9.5pp | 66.63%-54.5pp | 35.65%-23.5pp |
| Employer contribution / active EE | $3,854 | $1,801+114.1% | $2,731+41.1% | $2,756+39.8% |
| Participant deferral / active EE | $511 | $3,113-83.6% | $4,523-88.7% | $4,299-88.1% |
| Admin fee / account holder | $17,649 | $4,988+253.9% | $6,160+186.5% | $6,940+154.3% |