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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 | $55,459 | $73,787-24.8% | $98,716-43.8% | $82,448-32.7% |
| Participation rate | 34.0% | 61.4%-27.4pp | 69.3%-35.3pp | 68.1%-34.1pp |
| Annual return | 12.88% | 18.57%-5.7pp | 31.81%-18.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $816 | $1,511-46.0% | $2,279-64.2% | $2,551-68.0% |
| Participant deferral / active EE | $1,162 | $3,081-62.3% | $4,048-71.3% | $4,139-71.9% |
| Admin fee / account holder | $4,594 | $6,500-29.3% | $8,703-47.2% | $7,234-36.5% |