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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 | $36,152 | $81,504-55.6% | $102,437-64.7% | $80,959-55.3% |
| Participation rate | 45.5% | 66.9%-21.4pp | 74.5%-29.1pp | 67.7%-22.2pp |
| Annual return | 11.89% | 25.60%-13.7pp | 24.95%-13.1pp | 35.67%-23.8pp |
| Employer contribution / active EE | $829 | $3,104-73.3% | $3,871-78.6% | $2,757-69.9% |
| Participant deferral / active EE | $1,434 | $3,871-63.0% | $5,060-71.7% | $4,300-66.7% |
| Admin fee / account holder | $536 | $6,719-92.0% | $8,388-93.6% | $6,925-92.3% |