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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 | $31,008 | $78,520-60.5% | $96,576-67.9% | $82,448-62.4% |
| Participation rate | 44.8% | 77.7%-32.9pp | 81.4%-36.6pp | 68.1%-23.2pp |
| Annual return | 18.03% | 41.30%-23.3pp | 38.47%-20.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $941 | $2,630-64.2% | $3,553-73.5% | $2,551-63.1% |
| Participant deferral / active EE | $1,375 | $6,754-79.6% | $7,956-82.7% | $4,139-66.8% |
| Admin fee / account holder | $363 | $13,455-97.3% | $11,381-96.8% | $7,234-95.0% |