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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 | $57,140-39.8% | $85,240-59.7% | $80,959-57.5% |
| Participation rate | 23.1% | 56.4%-33.3pp | 67.5%-44.5pp | 67.7%-44.6pp |
| Annual return | 11.81% | 21.71%-9.9pp | 66.75%-54.9pp | 35.67%-23.9pp |
| Employer contribution / active EE | $305 | $1,802-83.1% | $2,735-88.9% | $2,757-88.9% |
| Participant deferral / active EE | $276 | $3,115-91.1% | $4,527-93.9% | $4,300-93.6% |
| Admin fee / account holder | $391 | $4,992-92.2% | $6,165-93.7% | $6,925-94.4% |