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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 | $27,569 | $64,920-57.5% | $103,693-73.4% | $86,983-68.3% |
| Participation rate | 45.2% | 63.6%-18.4pp | 72.6%-27.5pp | 69.5%-24.4pp |
| Annual return | 11.76% | 30.29%-18.5pp | 47.61%-35.8pp | 25.83%-14.1pp |
| Employer contribution / active EE | $700 | $2,141-67.3% | $2,920-76.0% | $2,584-72.9% |
| Participant deferral / active EE | $451 | $3,241-86.1% | $4,579-90.1% | $4,194-89.2% |
| Admin fee / account holder | $3,941 | $6,191-36.4% | $7,858-49.9% | $7,856-49.8% |