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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 | $71,197-27.4% | $93,669-44.8% | $80,925-36.1% |
| Participation rate | 27.8% | 60.4%-32.6pp | 68.7%-40.9pp | 67.7%-39.9pp |
| Annual return | 12.87% | 11.27%+1.6pp | 133.59%-120.7pp | 35.65%-22.8pp |
| Employer contribution / active EE | $503 | $1,565-67.8% | $2,424-79.2% | $2,756-81.7% |
| Participant deferral / active EE | $1,106 | $4,036-72.6% | $4,416-74.9% | $4,299-74.3% |
| Admin fee / account holder | $3,484 | $6,959-49.9% | $8,291-58.0% | $6,940-49.8% |