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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 | $31,183 | $67,602-53.9% | $82,312-62.1% | $70,126-55.5% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.9%-32.4pp | 69.5%-25.1pp |
| Annual return | 12.90% | 21.57%-8.7pp | 25.88%-13.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $422 | $1,755-75.9% | $2,428-82.6% | $2,343-82.0% |
| Participant deferral / active EE | $1,153 | $2,987-61.4% | $3,706-68.9% | $3,332-65.4% |
| Admin fee / account holder | $3,132 | $4,512-30.6% | $5,608-44.2% | $4,645-32.6% |