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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 | $36,555 | $97,550-62.5% | $120,344-69.6% | $87,485-58.2% |
| Participation rate | 27.0% | 72.8%-45.8pp | 76.7%-49.7pp | 68.9%-41.9pp |
| Annual return | 14.93% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.1pp |
| Employer contribution / active EE | $701 | $2,291-69.4% | $3,020-76.8% | $2,596-73.0% |
| Participant deferral / active EE | $915 | $4,230-78.4% | $5,135-82.2% | $4,274-78.6% |
| Admin fee / account holder | $878 | $9,543-90.8% | $12,742-93.1% | $7,775-88.7% |