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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 | $29,844 | $78,520-62.0% | $96,576-69.1% | $82,448-63.8% |
| Participation rate | 28.6% | 77.7%-49.2pp | 81.4%-52.9pp | 68.1%-39.5pp |
| Annual return | 15.79% | 41.30%-25.5pp | 38.47%-22.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $439 | $2,630-83.3% | $3,553-87.6% | $2,551-82.8% |
| Participant deferral / active EE | $1,473 | $6,754-78.2% | $7,956-81.5% | $4,139-64.4% |
| Admin fee / account holder | $808 | $13,455-94.0% | $11,381-92.9% | $7,234-88.8% |