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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 | $32,303 | $56,054-42.4% | $171,082-81.1% | $62,881-48.6% |
| Participation rate | 40.7% | 62.9%-22.1pp | 76.7%-36.0pp | 69.3%-28.6pp |
| Annual return | 7.17% | 22.52%-15.4pp | 32.56%-25.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $548 | $1,731-68.4% | $4,002-86.3% | $2,281-76.0% |
| Participant deferral / active EE | $761 | $3,158-75.9% | $4,797-84.1% | $3,203-76.3% |
| Admin fee / account holder | $903 | $3,647-75.2% | $8,520-89.4% | $4,296-79.0% |