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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 | $29,053 | $78,690-63.1% | $161,489-82.0% | $87,485-66.8% |
| Participation rate | 47.4% | 67.5%-20.1pp | 78.7%-31.3pp | 68.9%-21.6pp |
| Annual return | 15.09% | 32.74%-17.7pp | 89.72%-74.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $597 | $2,588-76.9% | $4,268-86.0% | $2,596-77.0% |
| Participant deferral / active EE | $735 | $3,311-77.8% | $5,630-87.0% | $4,274-82.8% |
| Admin fee / account holder | $1,635 | $6,724-75.7% | $16,006-89.8% | $7,775-79.0% |