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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 | $30,643 | $81,331-62.3% | $155,534-80.3% | $80,935-62.1% |
| Participation rate | 14.3% | 66.3%-52.0pp | 78.2%-63.9pp | 67.7%-53.4pp |
| Annual return | 12.58% | 33.37%-20.8pp | 64.92%-52.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $391 | $3,105-87.4% | $4,675-91.6% | $2,757-85.8% |
| Participant deferral / active EE | $422 | $3,454-87.8% | $5,630-92.5% | $4,299-90.2% |
| Admin fee / account holder | $3,770 | $7,999-52.9% | $15,900-76.3% | $6,924-45.6% |