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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 | $33,101 | $65,361-49.4% | $92,903-64.4% | $72,983-54.6% |
| Participation rate | 36.1% | 68.3%-32.2pp | 76.0%-39.9pp | 69.5%-33.4pp |
| Annual return | 17.76% | 42.11%-24.3pp | 109.43%-91.7pp | 81.01%-63.2pp |
| Employer contribution / active EE | $596 | $2,594-77.0% | $3,653-83.7% | $2,440-75.6% |
| Participant deferral / active EE | $871 | $3,128-72.2% | $4,238-79.4% | $3,608-75.9% |
| Admin fee / account holder | $835 | $4,251-80.3% | $5,795-85.6% | $5,124-83.7% |