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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 | $34,885 | $60,349-42.2% | $74,184-53.0% | $62,881-44.5% |
| Participation rate | 39.1% | 72.7%-33.6pp | 76.6%-37.5pp | 69.3%-30.2pp |
| Annual return | 6.85% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $743 | $1,680-55.8% | $2,370-68.6% | $2,281-67.4% |
| Participant deferral / active EE | $1,049 | $2,856-63.3% | $3,550-70.4% | $3,203-67.2% |
| Admin fee / account holder | $604 | $4,261-85.8% | $5,586-89.2% | $4,296-85.9% |