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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 | $37,940 | $86,949-56.4% | $102,460-63.0% | $80,959-53.1% |
| Participation rate | 53.0% | 72.4%-19.4pp | 76.5%-23.5pp | 67.7%-14.7pp |
| Annual return | 12.26% | 18.89%-6.6pp | 29.47%-17.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $964 | $2,370-59.3% | $3,025-68.1% | $2,757-65.1% |
| Participant deferral / active EE | $1,563 | $4,121-62.1% | $5,056-69.1% | $4,300-63.7% |
| Admin fee / account holder | $4,871 | $8,048-39.5% | $9,460-48.5% | $6,925-29.7% |