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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 | $36,785 | $79,955-54.0% | $98,461-62.6% | $75,173-51.1% |
| Participation rate | 51.5% | 70.4%-18.9pp | 75.2%-23.7pp | 67.2%-15.7pp |
| Annual return | 26.99% | 19.75%+7.2pp | 21.17%+5.8pp | 160.72%-133.7pp |
| Employer contribution / active EE | $858 | $2,264-62.1% | $3,049-71.8% | $2,671-67.9% |
| Participant deferral / active EE | $1,370 | $3,752-63.5% | $4,738-71.1% | $4,126-66.8% |
| Admin fee / account holder | $891 | $6,841-87.0% | $8,961-90.1% | $5,651-84.2% |