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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 | $41,783 | $67,602-38.2% | $82,312-49.2% | $70,126-40.4% |
| Participation rate | 35.8% | 72.8%-36.9pp | 76.9%-41.0pp | 69.5%-33.7pp |
| Annual return | 13.18% | 21.57%-8.4pp | 25.88%-12.7pp | 73.15%-60.0pp |
| Employer contribution / active EE | $475 | $1,755-72.9% | $2,428-80.4% | $2,343-79.7% |
| Participant deferral / active EE | $976 | $2,987-67.3% | $3,706-73.7% | $3,332-70.7% |
| Admin fee / account holder | $874 | $4,512-80.6% | $5,608-84.4% | $4,645-81.2% |