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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 | $33,306 | $58,828-43.4% | $78,002-57.3% | $62,881-47.0% |
| Participation rate | 58.1% | 71.1%-13.0pp | 75.5%-17.5pp | 69.3%-11.2pp |
| Annual return | 7.63% | 17.16%-9.5pp | 425.99%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $574 | $1,672-65.7% | $2,470-76.8% | $2,281-74.8% |
| Participant deferral / active EE | $900 | $2,686-66.5% | $3,497-74.3% | $3,203-71.9% |
| Admin fee / account holder | $742 | $4,393-83.1% | $5,481-86.5% | $4,296-82.7% |