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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 | $35,623 | $52,580-32.2% | $71,671-50.3% | $70,126-49.2% |
| Participation rate | 20.3% | 60.9%-40.5pp | 68.7%-48.4pp | 69.5%-49.2pp |
| Annual return | 18.22% | 20.25%-2.0pp | 20.65%-2.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $264 | $1,616-83.7% | $2,460-89.3% | $2,343-88.7% |
| Participant deferral / active EE | $671 | $2,386-71.9% | $3,438-80.5% | $3,332-79.9% |
| Admin fee / account holder | $518 | $3,653-85.8% | $5,558-90.7% | $4,645-88.9% |