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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 | $44,828 | $97,648-54.1% | $121,663-63.2% | $87,485-48.8% |
| Participation rate | 62.1% | 70.5%-8.4pp | 74.5%-12.4pp | 68.9%-6.9pp |
| Annual return | 20.87% | 18.03%+2.8pp | 147.54%-126.7pp | 26.06%-5.2pp |
| Employer contribution / active EE | $961 | $2,300-58.2% | $3,020-68.2% | $2,596-63.0% |
| Participant deferral / active EE | $1,393 | $3,923-64.5% | $4,887-71.5% | $4,274-67.4% |
| Admin fee / account holder | $3,181 | $11,100-71.3% | $14,289-77.7% | $7,775-59.1% |