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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 | $37,871 | $76,551-50.5% | $123,894-69.4% | $62,881-39.8% |
| Participation rate | 67.4% | 73.0%-5.6pp | 81.4%-14.0pp | 69.3%-1.9pp |
| Annual return | 10.42% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $461 | $2,882-84.0% | $4,617-90.0% | $2,281-79.8% |
| Participant deferral / active EE | $1,288 | $4,840-73.4% | $5,984-78.5% | $3,203-59.8% |
| Admin fee / account holder | $891 | $4,826-81.5% | $8,357-89.3% | $4,296-79.3% |