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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 | $29,058 | $56,894-48.9% | $84,753-65.7% | $62,881-53.8% |
| Participation rate | 44.1% | 68.5%-24.4pp | 76.6%-32.5pp | 69.3%-25.2pp |
| Annual return | 5.93% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $814 | $2,400-66.1% | $3,574-77.2% | $2,281-64.3% |
| Participant deferral / active EE | $1,035 | $2,709-61.8% | $3,712-72.1% | $3,203-67.7% |
| Admin fee / account holder | $3,268 | $3,581-8.7% | $5,333-38.7% | $4,296-23.9% |