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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 | $20,014 | $56,894-64.8% | $84,753-76.4% | $62,881-68.2% |
| Participation rate | 38.6% | 68.5%-29.9pp | 76.6%-38.0pp | 69.3%-30.7pp |
| Annual return | 8.96% | 6.30%+2.7pp | 22.78%-13.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $675 | $2,400-71.9% | $3,574-81.1% | $2,281-70.4% |
| Participant deferral / active EE | $959 | $2,709-64.6% | $3,712-74.2% | $3,203-70.1% |
| Admin fee / account holder | $832 | $3,581-76.8% | $5,333-84.4% | $4,296-80.6% |