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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 | $37,838 | $65,367-42.1% | $92,915-59.3% | $72,976-48.1% |
| Participation rate | 41.9% | 68.3%-26.4pp | 76.0%-34.1pp | 69.5%-27.6pp |
| Annual return | 36.89% | 42.11%-5.2pp | 109.45%-72.6pp | 81.02%-44.1pp |
| Employer contribution / active EE | $935 | $2,594-64.0% | $3,653-74.4% | $2,440-61.7% |
| Participant deferral / active EE | $1,122 | $3,128-64.1% | $4,238-73.5% | $3,608-68.9% |
| Admin fee / account holder | $592 | $4,251-86.1% | $5,796-89.8% | $5,124-88.4% |