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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 | $30,454 | $60,349-49.5% | $74,184-58.9% | $62,881-51.6% |
| Participation rate | 39.4% | 72.7%-33.3pp | 76.6%-37.2pp | 69.3%-29.9pp |
| Annual return | 5.92% | 21.38%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $650 | $1,680-61.3% | $2,370-72.6% | $2,281-71.5% |
| Participant deferral / active EE | $746 | $2,856-73.9% | $3,550-79.0% | $3,203-76.7% |
| Admin fee / account holder | $4,795 | $4,261+12.5% | $5,586-14.1% | $4,296+11.6% |