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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 | $51,686 | $71,230-27.4% | $93,727-44.9% | $80,959-36.2% |
| Participation rate | 27.8% | 60.4%-32.6pp | 68.7%-40.9pp | 67.7%-39.9pp |
| Annual return | 12.87% | 11.26%+1.6pp | 133.83%-121.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $503 | $1,565-67.9% | $2,421-79.2% | $2,757-81.7% |
| Participant deferral / active EE | $1,106 | $4,037-72.6% | $4,417-75.0% | $4,300-74.3% |
| Admin fee / account holder | $3,484 | $6,961-49.9% | $8,292-58.0% | $6,925-49.7% |