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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 | $32,480 | $72,273-55.1% | $101,275-67.9% | $79,856-59.3% |
| Participation rate | 24.1% | 68.5%-44.4pp | 75.8%-51.7pp | 69.6%-45.5pp |
| Annual return | 13.36% | 22.30%-8.9pp | 46.48%-33.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $626 | $2,691-76.7% | $3,660-82.9% | $2,471-74.7% |
| Participant deferral / active EE | $1,363 | $3,282-58.5% | $4,371-68.8% | $3,741-63.6% |
| Admin fee / account holder | $7,441 | $4,401+69.1% | $5,948+25.1% | $5,306+40.2% |