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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 | $29,604 | $67,602-56.2% | $82,312-64.0% | $70,126-57.8% |
| Participation rate | 23.3% | 72.8%-49.4pp | 76.9%-53.6pp | 69.5%-46.2pp |
| Annual return | 15.21% | 21.57%-6.4pp | 25.88%-10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $428 | $1,755-75.6% | $2,428-82.4% | $2,343-81.7% |
| Participant deferral / active EE | $856 | $2,987-71.4% | $3,706-76.9% | $3,332-74.3% |
| Admin fee / account holder | $1,593 | $4,512-64.7% | $5,608-71.6% | $4,645-65.7% |