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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 | $75,541-61.5% | $152,093-80.9% | $82,637-64.8% |
| Participation rate | 47.4% | 66.5%-19.2pp | 77.8%-30.4pp | 68.1%-20.7pp |
| Annual return | 15.09% | 32.56%-17.5pp | 66.36%-51.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $597 | $2,622-77.2% | $4,175-85.7% | $2,552-76.6% |
| Participant deferral / active EE | $735 | $3,206-77.1% | $5,451-86.5% | $4,126-82.2% |
| Admin fee / account holder | $1,635 | $6,405-74.5% | $14,497-88.7% | $7,339-77.7% |