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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 | $26,656 | $71,215-62.6% | $93,696-71.6% | $80,935-67.1% |
| Participation rate | 19.8% | 60.4%-40.6pp | 68.7%-48.9pp | 67.7%-47.9pp |
| Annual return | 14.83% | 11.27%+3.6pp | 133.74%-118.9pp | 35.66%-20.8pp |
| Employer contribution / active EE | $717 | $1,565-54.2% | $2,422-70.4% | $2,757-74.0% |
| Participant deferral / active EE | $1,158 | $4,037-71.3% | $4,417-73.8% | $4,299-73.1% |
| Admin fee / account holder | $6,614 | $6,958-4.9% | $8,287-20.2% | $6,924-4.5% |