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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 | $33,621 | $86,919-61.3% | $102,457-67.2% | $80,911-58.4% |
| Participation rate | 43.8% | 72.4%-28.5pp | 76.5%-32.7pp | 67.6%-23.8pp |
| Annual return | 11.99% | 18.90%-6.9pp | 29.41%-17.4pp | 35.63%-23.6pp |
| Employer contribution / active EE | $739 | $2,368-68.8% | $3,022-75.5% | $2,756-73.2% |
| Participant deferral / active EE | $1,484 | $4,119-64.0% | $5,054-70.6% | $4,297-65.5% |
| Admin fee / account holder | $5,440 | $8,049-32.4% | $9,451-42.4% | $6,935-21.6% |