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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 | $30,657 | $80,138-61.7% | $130,231-76.5% | $71,511-57.1% |
| Participation rate | 35.6% | 71.0%-35.4pp | 76.3%-40.7pp | 67.9%-32.4pp |
| Annual return | 17.66% | 16.81%+0.9pp | 38.86%-21.2pp | 28.86%-11.2pp |
| Employer contribution / active EE | $918 | $2,834-67.6% | $4,126-77.7% | $2,589-64.5% |
| Participant deferral / active EE | $1,673 | $4,641-64.0% | $6,799-75.4% | $4,291-61.0% |
| Admin fee / account holder | $2,200 | $1,035+112.6% | $6,020-63.5% | $1,588+38.5% |