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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 | $29,726 | $71,208-58.3% | $93,681-68.3% | $80,911-63.3% |
| Participation rate | 26.5% | 60.4%-33.9pp | 68.7%-42.3pp | 67.6%-41.2pp |
| Annual return | 13.00% | 11.27%+1.7pp | 133.47%-120.5pp | 35.63%-22.6pp |
| Employer contribution / active EE | $419 | $1,564-73.2% | $2,422-82.7% | $2,756-84.8% |
| Participant deferral / active EE | $1,033 | $4,035-74.4% | $4,415-76.6% | $4,297-76.0% |
| Admin fee / account holder | $3,146 | $6,951-54.7% | $8,290-62.1% | $6,935-54.6% |