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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 | $29,382 | $70,486-58.3% | $100,528-70.8% | $79,852-63.2% |
| Participation rate | 44.4% | 73.6%-29.2pp | 79.4%-35.0pp | 69.6%-25.2pp |
| Annual return | 17.43% | 21.90%-4.5pp | 30.90%-13.5pp | 31.72%-14.3pp |
| Employer contribution / active EE | $607 | $2,165-72.0% | $3,419-82.2% | $2,471-75.4% |
| Participant deferral / active EE | $1,337 | $5,182-74.2% | $6,271-78.7% | $3,740-64.3% |
| Admin fee / account holder | $3,831 | $4,480-14.5% | $8,084-52.6% | $5,306-27.8% |