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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 | $57,949 | $76,551-24.3% | $123,894-53.2% | $62,881-7.8% |
| Participation rate | 37.2% | 73.0%-35.8pp | 81.4%-44.2pp | 69.3%-32.1pp |
| Annual return | 6.62% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $797 | $2,882-72.3% | $4,617-82.7% | $2,281-65.0% |
| Participant deferral / active EE | $1,366 | $4,840-71.8% | $5,984-77.2% | $3,203-57.3% |
| Admin fee / account holder | $589 | $4,826-87.8% | $8,357-92.9% | $4,296-86.3% |