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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 | $30,096 | $107,809-72.1% | $97,032-69.0% | $155,188-80.6% |
| Participation rate | 37.5% | 75.5%-38.0pp | 71.6%-34.1pp | 80.8%-43.3pp |
| Annual return | 9.82% | 38.06%-28.2pp | 35.38%-25.6pp | 148.84%-139.0pp |
| Employer contribution / active EE | $310 | $2,911-89.4% | $2,629-88.2% | $4,248-92.7% |
| Participant deferral / active EE | $361 | $5,129-93.0% | $4,672-92.3% | $6,531-94.5% |
| Admin fee / account holder | $8,392 | $10,717-21.7% | $9,418-10.9% | $14,480-42.0% |