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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 | $29,305 | $63,082-53.5% | $81,726-64.1% | $79,856-63.3% |
| Participation rate | 18.6% | 67.5%-48.9pp | 72.0%-53.4pp | 69.6%-51.0pp |
| Annual return | 15.33% | 22.66%-7.3pp | 29.49%-14.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $355 | $1,795-80.3% | $4,311-91.8% | $2,471-85.7% |
| Participant deferral / active EE | $503 | $2,780-81.9% | $7,108-92.9% | $3,741-86.6% |
| Admin fee / account holder | $3,479 | $4,428-21.4% | $5,160-32.6% | $5,306-34.4% |