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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 | $30,282 | $81,358-62.8% | $155,556-80.5% | $80,959-62.6% |
| Participation rate | 42.3% | 66.3%-24.0pp | 78.2%-36.0pp | 67.7%-25.4pp |
| Annual return | 11.27% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $757 | $3,106-75.6% | $4,675-83.8% | $2,757-72.5% |
| Participant deferral / active EE | $618 | $3,455-82.1% | $5,631-89.0% | $4,300-85.6% |
| Admin fee / account holder | $5,330 | $7,994-33.3% | $15,885-66.4% | $6,925-23.0% |