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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 | $33,199 | $60,349-45.0% | $74,184-55.2% | $62,881-47.2% |
| Participation rate | 47.8% | 72.7%-24.9pp | 76.6%-28.8pp | 69.3%-21.5pp |
| Annual return | 9.12% | 21.38%-12.3pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $344 | $1,680-79.5% | $2,370-85.5% | $2,281-84.9% |
| Participant deferral / active EE | $1,168 | $2,856-59.1% | $3,550-67.1% | $3,203-63.5% |
| Admin fee / account holder | $659 | $4,261-84.5% | $5,586-88.2% | $4,296-84.7% |