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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 | $29,451 | $60,349-51.2% | $74,184-60.3% | $62,881-53.2% |
| Participation rate | 35.6% | 72.7%-37.1pp | 76.6%-41.0pp | 69.3%-33.7pp |
| Annual return | 9.06% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $370 | $1,680-78.0% | $2,370-84.4% | $2,281-83.8% |
| Participant deferral / active EE | $796 | $2,856-72.1% | $3,550-77.6% | $3,203-75.1% |
| Admin fee / account holder | $2,821 | $4,261-33.8% | $5,586-49.5% | $4,296-34.3% |