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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 | $32,172 | $87,060-63.0% | $105,591-69.5% | $80,911-60.2% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.6%-34.3pp |
| Annual return | 14.09% | 17.05%-3.0pp | 116.43%-102.3pp | 35.63%-21.5pp |
| Employer contribution / active EE | $872 | $2,396-63.6% | $3,166-72.5% | $2,756-68.4% |
| Participant deferral / active EE | $1,248 | $3,986-68.7% | $5,008-75.1% | $4,297-71.0% |
| Admin fee / account holder | $4,291 | $8,442-49.2% | $11,024-61.1% | $6,935-38.1% |