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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 | $31,247 | $78,027-60.0% | $178,528-82.5% | $80,925-61.4% |
| Participation rate | 45.5% | 65.7%-20.2pp | 77.1%-31.6pp | 67.7%-22.2pp |
| Annual return | 14.88% | 18.09%-3.2pp | 27.11%-12.2pp | 35.65%-20.8pp |
| Employer contribution / active EE | $573 | $2,281-74.9% | $3,950-85.5% | $2,756-79.2% |
| Participant deferral / active EE | $1,361 | $4,408-69.1% | $6,278-78.3% | $4,299-68.4% |
| Admin fee / account holder | $8,605 | $7,168+20.1% | $10,419-17.4% | $6,940+24.0% |