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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 | $35,187 | $95,453-63.1% | $112,040-68.6% | $82,448-57.3% |
| Participation rate | 51.9% | 72.8%-20.9pp | 76.5%-24.6pp | 68.1%-16.2pp |
| Annual return | 14.71% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $745 | $2,318-67.8% | $2,954-74.8% | $2,551-70.8% |
| Participant deferral / active EE | $1,808 | $4,224-57.2% | $5,098-64.5% | $4,139-56.3% |
| Admin fee / account holder | $924 | $9,013-89.8% | $12,098-92.4% | $7,234-87.2% |