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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 | $30,412 | $81,358-62.6% | $155,556-80.4% | $80,959-62.4% |
| Participation rate | 53.8% | 66.3%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 14.09% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $392 | $3,106-87.4% | $4,675-91.6% | $2,757-85.8% |
| Participant deferral / active EE | $650 | $3,455-81.2% | $5,631-88.5% | $4,300-84.9% |
| Admin fee / account holder | $2,141 | $7,994-73.2% | $15,885-86.5% | $6,925-69.1% |