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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 | $31,326 | $80,985-61.3% | $96,576-67.6% | $75,181-58.3% |
| Participation rate | 23.9% | 71.8%-47.8pp | 76.0%-52.0pp | 67.2%-43.3pp |
| Annual return | 24.02% | 27.05%-3.0pp | 25.87%-1.8pp | 160.69%-136.7pp |
| Employer contribution / active EE | $722 | $2,282-68.4% | $2,965-75.6% | $2,671-73.0% |
| Participant deferral / active EE | $1,592 | $3,929-59.5% | $4,851-67.2% | $4,126-61.4% |
| Admin fee / account holder | $863 | $6,719-87.1% | $8,253-89.5% | $5,650-84.7% |