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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 | $31,259 | $72,492-56.9% | $87,104-64.1% | $72,975-57.2% |
| Participation rate | 35.4% | 72.8%-37.4pp | 76.9%-41.5pp | 69.5%-34.1pp |
| Annual return | 25.08% | 24.46%+0.6pp | 28.19%-3.1pp | 81.01%-55.9pp |
| Employer contribution / active EE | $483 | $1,894-74.5% | $2,521-80.9% | $2,440-80.2% |
| Participant deferral / active EE | $992 | $3,270-69.7% | $4,048-75.5% | $3,608-72.5% |
| Admin fee / account holder | $2,223 | $5,055-56.0% | $7,491-70.3% | $5,124-56.6% |