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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 | $32,211 | $54,541-40.9% | $78,778-59.1% | $70,126-54.1% |
| Participation rate | 12.9% | 60.8%-47.9pp | 69.2%-56.3pp | 69.5%-56.6pp |
| Annual return | 13.68% | 21.07%-7.4pp | 35.62%-21.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $220 | $1,089-79.8% | $1,986-88.9% | $2,343-90.6% |
| Participant deferral / active EE | $828 | $2,210-62.5% | $2,958-72.0% | $3,332-75.1% |
| Admin fee / account holder | $402 | $3,709-89.1% | $5,134-92.2% | $4,645-91.3% |