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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 | $29,135 | $52,884-44.9% | $84,753-65.6% | $55,167-47.2% |
| Participation rate | 38.9% | 67.5%-28.6pp | 76.6%-37.7pp | 69.0%-30.1pp |
| Annual return | 10.05% | 18.03%-8.0pp | 22.78%-12.7pp | 169.23%-159.2pp |
| Employer contribution / active EE | $549 | $2,233-75.4% | $3,574-84.6% | $1,963-72.0% |
| Participant deferral / active EE | $984 | $2,644-62.8% | $3,712-73.5% | $3,054-67.8% |
| Admin fee / account holder | $494 | $581-14.9% | $5,333-90.7% | $504-2.0% |