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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 | $38,789 | $67,606-42.6% | $82,313-52.9% | $70,131-44.7% |
| Participation rate | 45.3% | 72.8%-27.4pp | 76.9%-31.6pp | 69.5%-24.2pp |
| Annual return | 19.21% | 21.57%-2.4pp | 25.88%-6.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $757 | $1,755-56.9% | $2,428-68.8% | $2,342-67.7% |
| Participant deferral / active EE | $1,228 | $2,987-58.9% | $3,706-66.9% | $3,332-63.2% |
| Admin fee / account holder | $5,224 | $4,512+15.8% | $5,608-6.8% | $4,645+12.5% |