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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 | $34,385 | $57,057-39.7% | $85,009-59.6% | $80,874-57.5% |
| Participation rate | 23.1% | 56.4%-33.3pp | 67.5%-44.4pp | 67.6%-44.6pp |
| Annual return | 11.81% | 21.66%-9.8pp | 66.47%-54.7pp | 35.62%-23.8pp |
| Employer contribution / active EE | $305 | $1,799-83.1% | $2,728-88.8% | $2,756-88.9% |
| Participant deferral / active EE | $276 | $3,112-91.1% | $4,522-93.9% | $4,297-93.6% |
| Admin fee / account holder | $391 | $4,986-92.2% | $6,153-93.7% | $6,935-94.4% |