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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 | $29,363 | $81,331-63.9% | $155,534-81.1% | $80,935-63.7% |
| Participation rate | 21.1% | 66.3%-45.2pp | 78.2%-57.2pp | 67.7%-46.6pp |
| Annual return | 12.42% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $478 | $3,105-84.6% | $4,675-89.8% | $2,757-82.7% |
| Participant deferral / active EE | $522 | $3,454-84.9% | $5,630-90.7% | $4,299-87.9% |
| Admin fee / account holder | $5,608 | $7,999-29.9% | $15,900-64.7% | $6,924-19.0% |