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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 | $71,215-58.3% | $93,696-68.3% | $80,935-63.3% |
| Participation rate | 26.5% | 60.4%-33.9pp | 68.7%-42.3pp | 67.7%-41.2pp |
| Annual return | 13.00% | 11.27%+1.7pp | 133.74%-120.7pp | 35.66%-22.7pp |
| Employer contribution / active EE | $419 | $1,565-73.2% | $2,422-82.7% | $2,757-84.8% |
| Participant deferral / active EE | $1,033 | $4,037-74.4% | $4,417-76.6% | $4,299-76.0% |
| Admin fee / account holder | $3,146 | $6,958-54.8% | $8,287-62.0% | $6,924-54.6% |