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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 | $30,354 | $56,287-46.1% | $80,977-62.5% | $62,881-51.7% |
| Participation rate | 26.8% | 68.9%-42.2pp | 75.8%-49.0pp | 69.3%-42.5pp |
| Annual return | 9.67% | 22.13%-12.5pp | 17.11%-7.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $716 | $1,943-63.1% | $3,715-80.7% | $2,281-68.6% |
| Participant deferral / active EE | $1,498 | $4,196-64.3% | $5,696-73.7% | $3,203-53.2% |
| Admin fee / account holder | $971 | $3,742-74.0% | $5,517-82.4% | $4,296-77.4% |