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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 | $30,348 | $65,027-53.3% | $90,970-66.6% | $79,852-62.0% |
| Participation rate | 20.3% | 61.6%-41.3pp | 69.0%-48.7pp | 69.6%-49.3pp |
| Annual return | 29.06% | 30.45%-1.4pp | 134.58%-105.5pp | 31.72%-2.7pp |
| Employer contribution / active EE | $335 | $1,247-73.1% | $2,122-84.2% | $2,471-86.4% |
| Participant deferral / active EE | $468 | $2,512-81.4% | $3,373-86.1% | $3,740-87.5% |
| Admin fee / account holder | $352 | $4,535-92.2% | $5,960-94.1% | $5,306-93.4% |