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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 | $37,560 | $64,359-41.6% | $90,161-58.3% | $70,126-46.4% |
| Participation rate | 36.4% | 70.4%-34.1pp | 76.9%-40.5pp | 69.5%-33.2pp |
| Annual return | 17.90% | 28.13%-10.2pp | 34.89%-17.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $483 | $2,046-76.4% | $3,318-85.4% | $2,343-79.4% |
| Participant deferral / active EE | $789 | $4,389-82.0% | $5,287-85.1% | $3,332-76.3% |
| Admin fee / account holder | $3,504 | $3,945-11.2% | $5,943-41.0% | $4,645-24.6% |