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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 | $35,259 | $58,493-39.7% | $84,021-58.0% | $72,975-51.7% |
| Participation rate | 48.2% | 61.2%-13.0pp | 69.0%-20.8pp | 69.5%-21.3pp |
| Annual return | 20.98% | 28.93%-8.0pp | 71.32%-50.3pp | 81.01%-60.0pp |
| Employer contribution / active EE | $515 | $1,163-55.7% | $1,984-74.1% | $2,440-78.9% |
| Participant deferral / active EE | $839 | $2,394-64.9% | $3,239-74.1% | $3,608-76.7% |
| Admin fee / account holder | $3,138 | $4,569-31.3% | $6,102-48.6% | $5,124-38.8% |