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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 | $86,938-61.3% | $102,423-67.2% | $80,925-58.5% |
| Participation rate | 43.8% | 72.4%-28.5pp | 76.5%-32.7pp | 67.7%-23.8pp |
| Annual return | 11.99% | 18.89%-6.9pp | 29.42%-17.4pp | 35.65%-23.7pp |
| Employer contribution / active EE | $739 | $2,369-68.8% | $3,023-75.5% | $2,756-73.2% |
| Participant deferral / active EE | $1,484 | $4,120-64.0% | $5,054-70.6% | $4,299-65.5% |
| Admin fee / account holder | $5,440 | $8,053-32.4% | $9,455-42.5% | $6,940-21.6% |