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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 | $26,747 | $41,377-35.4% | $109,313-75.5% | $62,881-57.5% |
| Participation rate | 33.3% | 57.5%-24.2pp | 71.3%-37.9pp | 69.3%-36.0pp |
| Annual return | 7.20% | 11.05%-3.8pp | 22.07%-14.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $314 | $1,276-75.4% | $3,892-91.9% | $2,281-86.2% |
| Participant deferral / active EE | $733 | $2,045-64.1% | $3,166-76.8% | $3,203-77.1% |
| Admin fee / account holder | $832 | $2,884-71.1% | $5,666-85.3% | $4,296-80.6% |