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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 | $36,508 | $86,949-58.0% | $102,460-64.4% | $80,959-54.9% |
| Participation rate | 25.9% | 72.4%-46.5pp | 76.5%-50.6pp | 67.7%-41.8pp |
| Annual return | 17.54% | 18.89%-1.4pp | 29.47%-11.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $961 | $2,370-59.4% | $3,025-68.2% | $2,757-65.1% |
| Participant deferral / active EE | $1,726 | $4,121-58.1% | $5,056-65.9% | $4,300-59.9% |
| Admin fee / account holder | $7,093 | $8,048-11.9% | $9,460-25.0% | $6,925+2.4% |