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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 | $35,716 | $72,492-50.7% | $87,104-59.0% | $72,975-51.1% |
| Participation rate | 58.9% | 72.8%-13.9pp | 76.9%-17.9pp | 69.5%-10.6pp |
| Annual return | 17.96% | 24.46%-6.5pp | 28.19%-10.2pp | 81.01%-63.0pp |
| Employer contribution / active EE | $911 | $1,894-51.9% | $2,521-63.9% | $2,440-62.7% |
| Participant deferral / active EE | $1,287 | $3,270-60.6% | $4,048-68.2% | $3,608-64.3% |
| Admin fee / account holder | $1,079 | $5,055-78.6% | $7,491-85.6% | $5,124-78.9% |