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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 | $37,666 | $71,534-47.3% | $98,462-61.7% | $71,529-47.3% |
| Participation rate | 36.6% | 72.7%-36.1pp | 75.2%-38.5pp | 67.9%-31.3pp |
| Annual return | 14.97% | 32.44%-17.5pp | 21.17%-6.2pp | 28.97%-14.0pp |
| Employer contribution / active EE | $914 | $2,399-61.9% | $3,049-70.0% | $2,590-64.7% |
| Participant deferral / active EE | $1,743 | $4,109-57.6% | $4,738-63.2% | $4,291-59.4% |
| Admin fee / account holder | $4,912 | $1,677+193.0% | $8,875-44.7% | $1,588+209.2% |