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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 | $35,093 | $67,602-48.1% | $82,312-57.4% | $70,126-50.0% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 17.78% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $834 | $1,755-52.5% | $2,428-65.7% | $2,343-64.4% |
| Participant deferral / active EE | $1,216 | $2,987-59.3% | $3,706-67.2% | $3,332-63.5% |
| Admin fee / account holder | $1,408 | $4,512-68.8% | $5,608-74.9% | $4,645-69.7% |