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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 | $28,756 | $104,251-72.4% | $91,004-68.4% | $147,586-80.5% |
| Participation rate | 46.7% | 78.2%-31.6pp | 75.6%-28.9pp | 82.8%-36.2pp |
| Annual return | 16.18% | 27.06%-10.9pp | 4.60%+11.6pp | 578.59%-562.4pp |
| Employer contribution / active EE | $771 | $3,116-75.2% | $2,456-68.6% | $4,876-84.2% |
| Participant deferral / active EE | $815 | $4,195-80.6% | $3,548-77.0% | $5,439-85.0% |
| Admin fee / account holder | $2,480 | $8,948-72.3% | $5,417-54.2% | $10,886-77.2% |