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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 | $37,174 | $72,486-48.7% | $87,103-57.3% | $72,976-49.1% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 20.70% | 24.46%-3.8pp | 28.19%-7.5pp | 81.02%-60.3pp |
| Employer contribution / active EE | $678 | $1,894-64.2% | $2,521-73.1% | $2,440-72.2% |
| Participant deferral / active EE | $1,049 | $3,270-67.9% | $4,049-74.1% | $3,608-70.9% |
| Admin fee / account holder | $5,219 | $5,055+3.3% | $7,491-30.3% | $5,124+1.9% |