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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 | $34,013 | $67,606-49.7% | $82,313-58.7% | $70,124-51.5% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 14.01% | 21.57%-7.6pp | 25.88%-11.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $426 | $1,755-75.7% | $2,428-82.5% | $2,342-81.8% |
| Participant deferral / active EE | $1,109 | $2,987-62.9% | $3,706-70.1% | $3,332-66.7% |
| Admin fee / account holder | $5,481 | $4,512+21.5% | $5,608-2.3% | $4,645+18.0% |