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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 | $38,512 | $72,273-46.7% | $101,275-62.0% | $79,856-51.8% |
| Participation rate | 41.2% | 68.5%-27.3pp | 75.8%-34.6pp | 69.6%-28.5pp |
| Annual return | 12.01% | 22.30%-10.3pp | 46.48%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $641 | $2,691-76.2% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $1,262 | $3,282-61.5% | $4,371-71.1% | $3,741-66.3% |
| Admin fee / account holder | $723 | $4,401-83.6% | $5,948-87.8% | $5,306-86.4% |