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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 | $34,136 | $56,054-39.1% | $171,082-80.0% | $62,881-45.7% |
| Participation rate | 45.7% | 62.9%-17.2pp | 76.7%-31.0pp | 69.3%-23.6pp |
| Annual return | 8.06% | 22.52%-14.5pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $469 | $1,731-72.9% | $4,002-88.3% | $2,281-79.5% |
| Participant deferral / active EE | $944 | $3,158-70.1% | $4,797-80.3% | $3,203-70.5% |
| Admin fee / account holder | $2,697 | $3,647-26.1% | $8,520-68.3% | $4,296-37.2% |