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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 | $38,292 | $76,696-50.1% | $96,538-60.3% | $71,529-46.5% |
| Participation rate | 31.1% | 66.6%-35.4pp | 74.3%-43.2pp | 67.9%-36.8pp |
| Annual return | 20.04% | 48.32%-28.3pp | 35.74%-15.7pp | 28.97%-8.9pp |
| Employer contribution / active EE | $767 | $3,032-74.7% | $3,740-79.5% | $2,590-70.4% |
| Participant deferral / active EE | $1,636 | $3,770-56.6% | $4,880-66.5% | $4,291-61.9% |
| Admin fee / account holder | $1,399 | $2,030-31.1% | $6,737-79.2% | $1,588-11.9% |