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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 | $31,052 | $60,349-48.5% | $74,184-58.1% | $62,881-50.6% |
| Participation rate | 44.6% | 72.7%-28.1pp | 76.6%-32.0pp | 69.3%-24.7pp |
| Annual return | 8.32% | 21.38%-13.1pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $865 | $1,680-48.5% | $2,370-63.5% | $2,281-62.1% |
| Participant deferral / active EE | $1,234 | $2,856-56.8% | $3,550-65.2% | $3,203-61.5% |
| Admin fee / account holder | $2,277 | $4,261-46.6% | $5,586-59.2% | $4,296-47.0% |