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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 | $37,427 | $43,075-13.1% | $74,577-49.8% | $62,881-40.5% |
| Participation rate | 28.1% | 58.1%-30.0pp | 68.1%-40.0pp | 69.3%-41.2pp |
| Annual return | 7.38% | 17.50%-10.1pp | 20.47%-13.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $252 | $1,498-83.2% | $2,525-90.0% | $2,281-88.9% |
| Participant deferral / active EE | $554 | $2,389-76.8% | $3,458-84.0% | $3,203-82.7% |
| Admin fee / account holder | $4,961 | $2,840+74.7% | $4,138+19.9% | $4,296+15.5% |