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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 | $32,033 | $58,627-45.4% | $76,735-58.3% | $82,448-61.1% |
| Participation rate | 43.6% | 63.2%-19.6pp | 69.5%-25.9pp | 68.1%-24.5pp |
| Annual return | 13.41% | 39.10%-25.7pp | 29.77%-16.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,314 | $1,729-24.0% | $2,454-46.5% | $2,551-48.5% |
| Participant deferral / active EE | $650 | $3,134-79.2% | $4,088-84.1% | $4,139-84.3% |
| Admin fee / account holder | $3,153 | $5,323-40.8% | $7,189-56.1% | $7,234-56.4% |