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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 | $34,340 | $110,137-68.8% | $161,149-78.7% | $82,637-58.4% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 15.45% | 20.69%-5.2pp | 21.16%-5.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $880 | $2,856-69.2% | $4,360-79.8% | $2,552-65.5% |
| Participant deferral / active EE | $1,953 | $4,575-57.3% | $6,153-68.3% | $4,126-52.7% |
| Admin fee / account holder | $1,349 | $9,467-85.8% | $15,194-91.1% | $7,339-81.6% |