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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 | $34,605 | $78,423-55.9% | $95,964-63.9% | $79,856-56.7% |
| Participation rate | 42.5% | 73.5%-31.0pp | 77.1%-34.6pp | 69.6%-27.2pp |
| Annual return | 13.32% | 19.37%-6.1pp | 91.64%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $480 | $1,945-75.3% | $2,541-81.1% | $2,471-80.6% |
| Participant deferral / active EE | $1,197 | $3,440-65.2% | $4,167-71.3% | $3,741-68.0% |
| Admin fee / account holder | $2,287 | $5,622-59.3% | $6,797-66.3% | $5,306-56.9% |