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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 | $31,906 | $76,112-58.1% | $96,544-67.0% | $71,529-55.4% |
| Participation rate | 22.1% | 74.4%-52.3pp | 76.0%-53.9pp | 67.9%-45.8pp |
| Annual return | 19.65% | 22.80%-3.2pp | 25.88%-6.2pp | 28.97%-9.3pp |
| Employer contribution / active EE | $844 | $2,248-62.5% | $2,966-71.6% | $2,590-67.4% |
| Participant deferral / active EE | $1,576 | $4,217-62.6% | $4,851-67.5% | $4,291-63.3% |
| Admin fee / account holder | $2,180 | $2,708-19.5% | $8,254-73.6% | $1,588+37.2% |