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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 | $36,371 | $81,504-55.4% | $102,437-64.5% | $80,959-55.1% |
| Participation rate | 50.5% | 66.9%-16.3pp | 74.5%-24.0pp | 67.7%-17.1pp |
| Annual return | 14.84% | 25.60%-10.8pp | 24.95%-10.1pp | 35.67%-20.8pp |
| Employer contribution / active EE | $987 | $3,104-68.2% | $3,871-74.5% | $2,757-64.2% |
| Participant deferral / active EE | $1,325 | $3,871-65.8% | $5,060-73.8% | $4,300-69.2% |
| Admin fee / account holder | $673 | $6,719-90.0% | $8,388-92.0% | $6,925-90.3% |