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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 | $81,504-62.6% | $102,437-70.2% | $80,959-62.3% |
| Participation rate | 34.5% | 66.9%-32.4pp | 74.5%-40.0pp | 67.7%-33.2pp |
| Annual return | 13.31% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $821 | $3,104-73.5% | $3,871-78.8% | $2,757-70.2% |
| Participant deferral / active EE | $1,338 | $3,871-65.4% | $5,060-73.6% | $4,300-68.9% |
| Admin fee / account holder | $1,660 | $6,719-75.3% | $8,388-80.2% | $6,925-76.0% |