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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 | $34,600 | $81,487-57.5% | $102,412-66.2% | $80,935-57.3% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.7%-26.9pp |
| Annual return | 12.39% | 25.60%-13.2pp | 24.94%-12.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,848 | $3,103-40.4% | $3,870-52.2% | $2,757-33.0% |
| Participant deferral / active EE | $403 | $3,871-89.6% | $5,060-92.0% | $4,299-90.6% |
| Admin fee / account holder | $438 | $6,717-93.5% | $8,388-94.8% | $6,924-93.7% |