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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 | $31,077 | $78,015-60.2% | $178,505-82.6% | $80,959-61.6% |
| Participation rate | 29.4% | 65.7%-36.3pp | 77.1%-47.7pp | 67.7%-38.3pp |
| Annual return | 16.24% | 18.10%-1.9pp | 27.16%-10.9pp | 35.67%-19.4pp |
| Employer contribution / active EE | $496 | $2,281-78.3% | $3,955-87.5% | $2,757-82.0% |
| Participant deferral / active EE | $1,148 | $4,406-74.0% | $6,280-81.7% | $4,300-73.3% |
| Admin fee / account holder | $635 | $7,160-91.1% | $10,428-93.9% | $6,925-90.8% |