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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 | $29,732 | $60,349-50.7% | $74,184-59.9% | $62,881-52.7% |
| Participation rate | 54.8% | 72.7%-17.9pp | 76.6%-21.8pp | 69.3%-14.5pp |
| Annual return | 7.52% | 21.38%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $448 | $1,680-73.3% | $2,370-81.1% | $2,281-80.3% |
| Participant deferral / active EE | $1,134 | $2,856-60.3% | $3,550-68.0% | $3,203-64.6% |
| Admin fee / account holder | $474 | $4,261-88.9% | $5,586-91.5% | $4,296-89.0% |