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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 | $33,479 | $80,983-58.7% | $96,544-65.3% | $75,177-55.5% |
| Participation rate | 37.8% | 71.8%-34.0pp | 76.0%-38.2pp | 67.2%-29.4pp |
| Annual return | 21.55% | 27.05%-5.5pp | 25.88%-4.3pp | 160.75%-139.2pp |
| Employer contribution / active EE | $805 | $2,282-64.7% | $2,966-72.9% | $2,671-69.9% |
| Participant deferral / active EE | $1,291 | $3,929-67.1% | $4,851-73.4% | $4,126-68.7% |
| Admin fee / account holder | $1,060 | $6,717-84.2% | $8,254-87.2% | $5,651-81.2% |