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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 | $39,220 | $54,541-28.1% | $78,778-50.2% | $70,126-44.1% |
| Participation rate | 31.0% | 60.8%-29.8pp | 69.2%-38.2pp | 69.5%-38.6pp |
| Annual return | 15.52% | 21.07%-5.5pp | 35.62%-20.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $295 | $1,089-72.9% | $1,986-85.1% | $2,343-87.4% |
| Participant deferral / active EE | $574 | $2,210-74.0% | $2,958-80.6% | $3,332-82.8% |
| Admin fee / account holder | $2,566 | $3,709-30.8% | $5,134-50.0% | $4,645-44.8% |