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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 | $35,138 | $76,834-54.3% | $108,359-67.6% | $87,485-59.8% |
| Participation rate | 33.3% | 61.7%-28.4pp | 70.1%-36.8pp | 68.9%-35.6pp |
| Annual return | 13.45% | 19.09%-5.6pp | 36.89%-23.4pp | 26.06%-12.6pp |
| Employer contribution / active EE | $403 | $1,556-74.1% | $2,399-83.2% | $2,596-84.5% |
| Participant deferral / active EE | $1,199 | $3,100-61.3% | $4,137-71.0% | $4,274-71.9% |
| Admin fee / account holder | $4,469 | $6,537-31.6% | $9,741-54.1% | $7,775-42.5% |