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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 | $31,528 | $78,428-59.8% | $95,960-67.1% | $79,852-60.5% |
| Participation rate | 35.3% | 73.5%-38.2pp | 77.1%-41.8pp | 69.6%-34.3pp |
| Annual return | 14.30% | 19.37%-5.1pp | 91.63%-77.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $544 | $1,945-72.1% | $2,541-78.6% | $2,471-78.0% |
| Participant deferral / active EE | $742 | $3,440-78.4% | $4,167-82.2% | $3,740-80.2% |
| Admin fee / account holder | $1,553 | $5,622-72.4% | $6,797-77.2% | $5,306-70.7% |