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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 | $29,123 | $60,349-51.7% | $74,184-60.7% | $62,881-53.7% |
| Participation rate | 57.7% | 72.7%-15.0pp | 76.6%-18.9pp | 69.3%-11.6pp |
| Annual return | 6.02% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $462 | $1,680-72.5% | $2,370-80.5% | $2,281-79.7% |
| Participant deferral / active EE | $984 | $2,856-65.6% | $3,550-72.3% | $3,203-69.3% |
| Admin fee / account holder | $979 | $4,261-77.0% | $5,586-82.5% | $4,296-77.2% |