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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 | $71,230-52.8% | $93,727-64.1% | $80,959-58.4% |
| Participation rate | 33.7% | 60.4%-26.7pp | 68.7%-35.0pp | 67.7%-33.9pp |
| Annual return | 14.83% | 11.26%+3.6pp | 133.83%-119.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $638 | $1,565-59.2% | $2,421-73.6% | $2,757-76.9% |
| Participant deferral / active EE | $1,088 | $4,037-73.1% | $4,417-75.4% | $4,300-74.7% |
| Admin fee / account holder | $1,979 | $6,961-71.6% | $8,292-76.1% | $6,925-71.4% |