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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 | $31,659 | $81,358-61.1% | $155,556-79.6% | $80,959-60.9% |
| Participation rate | 46.4% | 66.3%-19.9pp | 78.2%-31.8pp | 67.7%-21.3pp |
| Annual return | 13.95% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $942 | $3,106-69.7% | $4,675-79.9% | $2,757-65.8% |
| Participant deferral / active EE | $730 | $3,455-78.9% | $5,631-87.0% | $4,300-83.0% |
| Admin fee / account holder | $504 | $7,994-93.7% | $15,885-96.8% | $6,925-92.7% |