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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 | $34,510 | $83,485-58.7% | $125,192-72.4% | $72,975-52.7% |
| Participation rate | 31.5% | 73.3%-41.8pp | 79.8%-48.3pp | 69.5%-38.0pp |
| Annual return | 18.07% | 25.77%-7.7pp | 43.79%-25.7pp | 81.01%-62.9pp |
| Employer contribution / active EE | $763 | $2,346-67.5% | $3,866-80.3% | $2,440-68.7% |
| Participant deferral / active EE | $1,594 | $3,586-55.6% | $4,937-67.7% | $3,608-55.8% |
| Admin fee / account holder | $3,308 | $5,518-40.0% | $9,704-65.9% | $5,124-35.4% |