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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 | $77,358-59.9% | $102,184-69.7% | $87,485-64.6% |
| Participation rate | 44.8% | 78.7%-33.9pp | 82.6%-37.8pp | 68.9%-24.1pp |
| Annual return | 18.03% | 41.11%-23.1pp | 31.58%-13.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $941 | $2,562-63.3% | $3,594-73.8% | $2,596-63.8% |
| Participant deferral / active EE | $1,375 | $6,753-79.6% | $8,309-83.5% | $4,274-67.8% |
| Admin fee / account holder | $363 | $6,809-94.7% | $11,609-96.9% | $7,775-95.3% |