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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 | $30,901 | $67,411-54.2% | $91,004-66.0% | $70,126-55.9% |
| Participation rate | 37.7% | 71.4%-33.6pp | 75.6%-37.9pp | 69.5%-31.8pp |
| Annual return | 16.12% | -40.16%+56.3pp | 4.60%+11.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $640 | $1,786-64.2% | $2,456-73.9% | $2,343-72.7% |
| Participant deferral / active EE | $1,101 | $2,823-61.0% | $3,548-69.0% | $3,332-67.0% |
| Admin fee / account holder | $1,426 | $4,236-66.3% | $5,417-73.7% | $4,645-69.3% |