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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 | $31,029 | $81,358-61.9% | $155,556-80.1% | $80,959-61.7% |
| Participation rate | 41.3% | 66.3%-25.0pp | 78.2%-37.0pp | 67.7%-26.4pp |
| Annual return | 13.15% | 33.39%-20.2pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $447 | $3,106-85.6% | $4,675-90.4% | $2,757-83.8% |
| Participant deferral / active EE | $724 | $3,455-79.0% | $5,631-87.1% | $4,300-83.2% |
| Admin fee / account holder | $677 | $7,994-91.5% | $15,885-95.7% | $6,925-90.2% |