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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 | $32,781 | $81,358-59.7% | $155,556-78.9% | $80,959-59.5% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 13.96% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $408 | $3,106-86.9% | $4,675-91.3% | $2,757-85.2% |
| Participant deferral / active EE | $652 | $3,455-81.1% | $5,631-88.4% | $4,300-84.8% |
| Admin fee / account holder | $464 | $7,994-94.2% | $15,885-97.1% | $6,925-93.3% |