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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 | $32,578 | $51,083-36.2% | $70,548-53.8% | $71,495-54.4% |
| Participation rate | 20.5% | 59.4%-38.9pp | 68.3%-47.8pp | 67.9%-47.4pp |
| Annual return | 17.77% | 42.64%-24.9pp | 32.78%-15.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $462 | $1,791-74.2% | $2,975-84.5% | $2,589-82.1% |
| Participant deferral / active EE | $580 | $3,028-80.8% | $4,567-87.3% | $4,291-86.5% |
| Admin fee / account holder | $4,114 | $1,995+106.2% | $6,424-35.9% | $1,588+159.1% |