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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 | $39,166 | $136,860-71.4% | $120,344-67.5% | $154,746-74.7% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 10.97% | 21.38%-10.4pp | 20.30%-9.3pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,428 | $3,533-59.6% | $3,020-52.7% | $4,379-67.4% |
| Participant deferral / active EE | $752 | $5,793-87.0% | $5,135-85.4% | $6,730-88.8% |
| Admin fee / account holder | $647 | $15,393-95.8% | $12,742-94.9% | $14,365-95.5% |