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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 | $32,684 | $52,682-38.0% | $78,004-58.1% | $64,097-49.0% |
| Participation rate | 14.5% | 47.7%-33.2pp | 69.4%-55.0pp | 55.2%-40.7pp |
| Annual return | 15.02% | 22.45%-7.4pp | 31.07%-16.0pp | 34.64%-19.6pp |
| Employer contribution / active EE | $445 | $1,323-66.4% | $2,469-82.0% | $1,891-76.5% |
| Participant deferral / active EE | $595 | $2,346-74.6% | $4,092-85.5% | $3,080-80.7% |
| Admin fee / account holder | $3,474 | $5,420-35.9% | $7,578-54.1% | $3,454+0.6% |