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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 | $29,586 | $67,602-56.2% | $82,312-64.1% | $70,126-57.8% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 12.58% | 21.57%-9.0pp | 25.88%-13.3pp | 73.15%-60.6pp |
| Employer contribution / active EE | $412 | $1,755-76.5% | $2,428-83.0% | $2,343-82.4% |
| Participant deferral / active EE | $696 | $2,987-76.7% | $3,706-81.2% | $3,332-79.1% |
| Admin fee / account holder | $3,152 | $4,512-30.1% | $5,608-43.8% | $4,645-32.2% |