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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 | $41,529 | $138,393-70.0% | $184,256-77.5% | $80,959-48.7% |
| Participation rate | 55.6% | 83.9%-28.3pp | 86.8%-31.3pp | 67.7%-12.1pp |
| Annual return | 12.32% | 20.01%-7.7pp | 28.85%-16.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,809 | $4,847-62.7% | $6,427-71.9% | $2,757-34.4% |
| Participant deferral / active EE | $2,308 | $7,076-67.4% | $9,133-74.7% | $4,300-46.3% |
| Admin fee / account holder | $3,549 | $10,489-66.2% | $13,899-74.5% | $6,925-48.8% |