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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 | $33,654 | $71,208-52.7% | $93,681-64.1% | $80,911-58.4% |
| Participation rate | 33.7% | 60.4%-26.7pp | 68.7%-35.0pp | 67.6%-33.9pp |
| Annual return | 14.83% | 11.27%+3.6pp | 133.47%-118.6pp | 35.63%-20.8pp |
| Employer contribution / active EE | $638 | $1,564-59.2% | $2,422-73.7% | $2,756-76.8% |
| Participant deferral / active EE | $1,088 | $4,035-73.0% | $4,415-75.4% | $4,297-74.7% |
| Admin fee / account holder | $1,979 | $6,951-71.5% | $8,290-76.1% | $6,935-71.5% |