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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 | $30,091 | $76,834-60.8% | $108,359-72.2% | $87,485-65.6% |
| Participation rate | 44.7% | 61.7%-17.0pp | 70.1%-25.4pp | 68.9%-24.2pp |
| Annual return | 13.67% | 19.09%-5.4pp | 36.89%-23.2pp | 26.06%-12.4pp |
| Employer contribution / active EE | $599 | $1,556-61.5% | $2,399-75.0% | $2,596-76.9% |
| Participant deferral / active EE | $1,011 | $3,100-67.4% | $4,137-75.6% | $4,274-76.4% |
| Admin fee / account holder | $4,608 | $6,537-29.5% | $9,741-52.7% | $7,775-40.7% |