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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 | $39,973 | $80,992-50.6% | $96,534-58.6% | $75,173-46.8% |
| Participation rate | 31.6% | 71.8%-40.2pp | 76.0%-44.4pp | 67.2%-35.6pp |
| Annual return | 12.91% | 27.05%-14.1pp | 25.88%-13.0pp | 160.72%-147.8pp |
| Employer contribution / active EE | $657 | $2,283-71.2% | $2,965-77.8% | $2,671-75.4% |
| Participant deferral / active EE | $915 | $3,929-76.7% | $4,851-81.1% | $4,126-77.8% |
| Admin fee / account holder | $2,468 | $6,717-63.3% | $8,253-70.1% | $5,651-56.3% |