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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 | $30,214 | $77,358-60.9% | $102,184-70.4% | $87,485-65.5% |
| Participation rate | 28.9% | 78.7%-49.8pp | 82.6%-53.7pp | 68.9%-40.0pp |
| Annual return | 17.56% | 41.11%-23.5pp | 31.58%-14.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $800 | $2,562-68.8% | $3,594-77.7% | $2,596-69.2% |
| Participant deferral / active EE | $1,377 | $6,753-79.6% | $8,309-83.4% | $4,274-67.8% |
| Admin fee / account holder | $862 | $6,809-87.3% | $11,609-92.6% | $7,775-88.9% |