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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 | $50,674 | $88,707-42.9% | $74,184-31.7% | $273,972-81.5% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | 6.96% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $793 | $3,159-74.9% | $2,370-66.6% | $4,869-83.7% |
| Participant deferral / active EE | $904 | $4,212-78.5% | $3,550-74.5% | $5,287-82.9% |
| Admin fee / account holder | $370 | $8,717-95.8% | $5,586-93.4% | $10,133-96.3% |