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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 | $31,114 | $77,358-59.8% | $102,184-69.6% | $87,485-64.4% |
| Participation rate | 44.0% | 78.7%-34.7pp | 82.6%-38.6pp | 68.9%-24.9pp |
| Annual return | 14.31% | 41.11%-26.8pp | 31.58%-17.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $403 | $2,562-84.3% | $3,594-88.8% | $2,596-84.5% |
| Participant deferral / active EE | $1,376 | $6,753-79.6% | $8,309-83.4% | $4,274-67.8% |
| Admin fee / account holder | $325 | $6,809-95.2% | $11,609-97.2% | $7,775-95.8% |