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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 | $34,595 | $74,535-53.6% | $100,712-65.6% | $82,637-58.1% |
| Participation rate | 44.4% | 61.2%-16.7pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 14.12% | 18.92%-4.8pp | 33.27%-19.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $534 | $1,503-64.5% | $2,313-76.9% | $2,552-79.1% |
| Participant deferral / active EE | $1,203 | $3,074-60.8% | $4,085-70.5% | $4,126-70.8% |
| Admin fee / account holder | $1,077 | $6,576-83.6% | $9,256-88.4% | $7,339-85.3% |