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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 | $33,447 | $56,121-40.4% | $92,985-64.0% | $64,340-48.0% |
| Participation rate | 24.4% | 44.9%-20.6pp | 69.5%-45.1pp | 55.2%-30.9pp |
| Annual return | 14.04% | 19.19%-5.1pp | 27.99%-14.0pp | 24.14%-10.1pp |
| Employer contribution / active EE | $474 | $1,351-64.9% | $2,662-82.2% | $1,862-74.6% |
| Participant deferral / active EE | $885 | $2,362-62.5% | $4,377-79.8% | $2,980-70.3% |
| Admin fee / account holder | $4,038 | $6,869-41.2% | $9,463-57.3% | $3,703+9.1% |