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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 | $37,684 | $72,027-47.7% | $185,835-79.7% | $79,852-52.8% |
| Participation rate | 27.3% | 65.8%-38.5pp | 78.0%-50.8pp | 69.6%-42.4pp |
| Annual return | 13.78% | 23.13%-9.3pp | 35.96%-22.2pp | 31.72%-17.9pp |
| Employer contribution / active EE | $694 | $1,965-64.7% | $4,087-83.0% | $2,471-71.9% |
| Participant deferral / active EE | $1,114 | $3,780-70.5% | $5,633-80.2% | $3,740-70.2% |
| Admin fee / account holder | $1,417 | $4,513-68.6% | $9,502-85.1% | $5,306-73.3% |