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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 | $43,077 | $71,230-39.5% | $93,727-54.0% | $80,959-46.8% |
| Participation rate | 29.3% | 60.4%-31.1pp | 68.7%-39.4pp | 67.7%-38.3pp |
| Annual return | 21.50% | 11.26%+10.2pp | 133.83%-112.3pp | 35.67%-14.2pp |
| Employer contribution / active EE | $457 | $1,565-70.8% | $2,421-81.1% | $2,757-83.4% |
| Participant deferral / active EE | $1,136 | $4,037-71.9% | $4,417-74.3% | $4,300-73.6% |
| Admin fee / account holder | $1,876 | $6,961-73.1% | $8,292-77.4% | $6,925-72.9% |