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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 | $31,609 | $43,344-27.1% | $59,899-47.2% | $64,173-50.7% |
| Participation rate | 29.6% | 69.2%-39.6pp | 74.7%-45.1pp | 69.6%-40.0pp |
| Annual return | 7.86% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $428 | $2,030-78.9% | $2,723-84.3% | $2,381-82.0% |
| Participant deferral / active EE | $656 | $2,547-74.2% | $3,402-80.7% | $3,470-81.1% |
| Admin fee / account holder | $2,594 | $3,008-13.8% | $3,592-27.8% | $4,887-46.9% |