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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 | $30,734 | $67,602-54.5% | $82,312-62.7% | $70,126-56.2% |
| Participation rate | 50.8% | 72.8%-22.0pp | 76.9%-26.1pp | 69.5%-18.7pp |
| Annual return | 15.72% | 21.57%-5.8pp | 25.88%-10.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $824 | $1,755-53.0% | $2,428-66.1% | $2,343-64.8% |
| Participant deferral / active EE | $1,280 | $2,987-57.1% | $3,706-65.5% | $3,332-61.6% |
| Admin fee / account holder | $441 | $4,512-90.2% | $5,608-92.1% | $4,645-90.5% |