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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 | $32,413 | $72,471-55.3% | $94,215-65.6% | $86,983-62.7% |
| Participation rate | 30.0% | 63.9%-33.9pp | 70.0%-40.0pp | 69.5%-39.5pp |
| Annual return | 18.60% | 26.44%-7.8pp | 28.22%-9.6pp | 25.83%-7.2pp |
| Employer contribution / active EE | $839 | $1,936-56.7% | $2,675-68.7% | $2,584-67.6% |
| Participant deferral / active EE | $1,275 | $3,397-62.5% | $4,276-70.2% | $4,194-69.6% |
| Admin fee / account holder | $4,422 | $6,468-31.6% | $10,216-56.7% | $7,856-43.7% |