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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 | $30,505 | $81,446-62.5% | $103,374-70.5% | $80,874-62.3% |
| Participation rate | 34.5% | 66.9%-32.4pp | 74.5%-40.0pp | 67.6%-33.2pp |
| Annual return | 13.31% | 25.57%-12.3pp | 24.89%-11.6pp | 35.62%-22.3pp |
| Employer contribution / active EE | $821 | $3,107-73.6% | $3,869-78.8% | $2,756-70.2% |
| Participant deferral / active EE | $1,338 | $3,870-65.4% | $5,058-73.5% | $4,297-68.9% |
| Admin fee / account holder | $1,660 | $6,715-75.3% | $8,394-80.2% | $6,935-76.1% |