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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 | $37,050 | $60,165-38.4% | $74,184-50.1% | $55,167-32.8% |
| Participation rate | 30.6% | 74.2%-43.5pp | 76.6%-46.0pp | 69.0%-38.4pp |
| Annual return | 7.71% | 10.00%-2.3pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $482 | $1,600-69.9% | $2,370-79.7% | $1,963-75.4% |
| Participant deferral / active EE | $1,017 | $2,973-65.8% | $3,550-71.3% | $3,054-66.7% |
| Admin fee / account holder | $1,749 | $419+317.1% | $5,586-68.7% | $504+247.1% |