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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 | $32,186 | $81,358-60.4% | $155,556-79.3% | $80,959-60.2% |
| Participation rate | 28.0% | 66.3%-38.3pp | 78.2%-50.2pp | 67.7%-39.7pp |
| Annual return | 22.84% | 33.39%-10.5pp | 64.84%-42.0pp | 35.67%-12.8pp |
| Employer contribution / active EE | $403 | $3,106-87.0% | $4,675-91.4% | $2,757-85.4% |
| Participant deferral / active EE | $653 | $3,455-81.1% | $5,631-88.4% | $4,300-84.8% |
| Admin fee / account holder | $2,176 | $7,994-72.8% | $15,885-86.3% | $6,925-68.6% |