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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 | $38,514 | $86,938-55.7% | $102,423-62.4% | $80,925-52.4% |
| Participation rate | 38.2% | 72.4%-34.1pp | 76.5%-38.3pp | 67.7%-29.4pp |
| Annual return | 10.66% | 18.89%-8.2pp | 29.42%-18.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $758 | $2,369-68.0% | $3,023-74.9% | $2,756-72.5% |
| Participant deferral / active EE | $1,075 | $4,120-73.9% | $5,054-78.7% | $4,299-75.0% |
| Admin fee / account holder | $1,387 | $8,053-82.8% | $9,455-85.3% | $6,940-80.0% |