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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 | $35,102 | $39,132-10.3% | $57,196-38.6% | $62,881-44.2% |
| Participation rate | 8.0% | 70.5%-62.5pp | 75.3%-67.3pp | 69.3%-61.3pp |
| Annual return | 6.16% | 9.24%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $964 | $1,874-48.6% | $2,683-64.1% | $2,281-57.7% |
| Participant deferral / active EE | $651 | $2,374-72.6% | $3,096-79.0% | $3,203-79.7% |
| Admin fee / account holder | $301 | $2,594-88.4% | $3,141-90.4% | $4,296-93.0% |