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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 | $30,414 | $76,834-60.4% | $108,359-71.9% | $87,485-65.2% |
| Participation rate | 52.1% | 61.7%-9.6pp | 70.1%-18.0pp | 68.9%-16.8pp |
| Annual return | 17.19% | 19.09%-1.9pp | 36.89%-19.7pp | 26.06%-8.9pp |
| Employer contribution / active EE | $331 | $1,556-78.8% | $2,399-86.2% | $2,596-87.3% |
| Participant deferral / active EE | $1,241 | $3,100-60.0% | $4,137-70.0% | $4,274-71.0% |
| Admin fee / account holder | $2,872 | $6,537-56.1% | $9,741-70.5% | $7,775-63.1% |