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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 | $34,416 | $52,580-34.5% | $71,671-52.0% | $70,126-50.9% |
| Participation rate | 28.7% | 60.9%-32.1pp | 68.7%-40.0pp | 69.5%-40.8pp |
| Annual return | 13.53% | 20.25%-6.7pp | 20.65%-7.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $689 | $1,616-57.3% | $2,460-72.0% | $2,343-70.6% |
| Participant deferral / active EE | $776 | $2,386-67.5% | $3,438-77.4% | $3,332-76.7% |
| Admin fee / account holder | $4,679 | $3,653+28.1% | $5,558-15.8% | $4,645+0.7% |